Bartlett & Co. Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,156 shares of FNDA stock, worth $35,107. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,156
Previous 972 18.93%
Holding current value
$35,107
Previous $27.8 Million 99.87%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 09, 2025
BUY
$28.75 - $31.93 $5,290 - $5,875
184 Added 18.93%
1,156 $36,000
Q2 2025

Jul 18, 2025
SELL
$23.85 - $28.69 $511,677 - $615,515
-21,454 Reduced 95.67%
972 $27.8 Million
Q1 2025

Apr 24, 2025
BUY
$26.87 - $30.99 $576,468 - $664,859
21,454 Added 2207.2%
22,426 $614 Million
Q4 2024

Jan 17, 2025
BUY
$29.26 - $59.11 $14,220 - $28,727
486 Added 100.0%
972 $28.9 Million
Q4 2022

Feb 14, 2024
BUY
$43.53 - $50.11 $21,155 - $24,353
486 New
486 $22.7 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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