Goldstone Financial Group, LLC Schwab Fundamental U S Small C Transaction History

Goldstone Financial Group, LLC

$661 Billion
Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 442,411 shares of FNDA stock, worth $11.2 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

442,411

Previous 419,531 5.45%

Holding current value

$11.2 Million

Previous $12.5 Billion 2.75%

% of portfolio

1.83%

Previous 1.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$26.87 - $30.99 $614,785 - $709,051	22,880 Added 5.45%	442,411 $12.1 Billion
Q4 2024 Jan 14, 2025	BUY	$29.26 - $59.11 $6.83 Million - $13.8 Million	233,370 Added 125.36%	419,531 $12.5 Billion
Q3 2024 Oct 28, 2024	BUY	$54.26 - $60.01 $10.1 Million - $11.2 Million	186,161 New	186,161 $11.1 Billion
Q2 2024 Jan 15, 2025	SELL	$52.82 - $57.21 $13.2 Million - $14.3 Million	-249,635 Reduced 59.5%	169,896 $9.33 Billion
Q1 2024 Jan 15, 2025	BUY	$52.35 - $57.03 $453,874 - $494,450	8,670 Added 6.25%	147,395 $8.41 Billion
Q4 2023 Jan 15, 2025	SELL	$44.98 - $56.11 $12.6 Million - $15.8 Million	-280,806 Reduced 66.93%	138,725 $7.68 Billion

Others Institutions Holding FNDA

# of Institutions

468

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Goldstone Financial Group, LLC Schwab Fundamental U S Small C Transaction History