Wingate Wealth Advisors, Inc. Schwab Fundamental U S Small C Transaction History

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 19,838 shares of FNDA stock, worth $602,480. This represents 0.43% of its overall portfolio holdings.

Number of Shares
19,838
Previous 13,824 43.5%
Holding current value
$602,480
Previous $396 Million 56.07%
% of portfolio
0.43%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$28.75 - $31.93 $172,902 - $192,027
6,014 Added 43.5%
19,838 $618 Million
Q2 2025

Jul 29, 2025
BUY
$23.85 - $28.69 $329,702 - $396,610
13,824 New
13,824 $396 Million
Q4 2024

Jan 28, 2025
BUY
$29.26 - $59.11 $53,487 - $108,053
1,828 New
1,828 $54.3 Million

Others Institutions Holding FNDA

# of Institutions
499
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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