Brio Consultants, LLC Schwab Fundamental U S Small C Transaction History

Brio Consultants, LLC

  • $706 Million
  • Q3 2025

A detailed history of Brio Consultants, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Brio Consultants, LLC holds 30,045 shares of FNDA stock, worth $912,466. This represents 0.13% of its overall portfolio holdings.

Number of Shares
30,045
Previous 40,060 25.0%
Holding current value
$912,466
Previous $1.15 Million 18.4%
% of portfolio
0.13%
Previous 0.17%

Shares

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

Nov 10, 2025
SELL
$28.75 - $31.93 $287,931 - $319,778
-10,015 Reduced 25.0%
30,045 $936,000
Q2 2025

Aug 07, 2025
BUY
$23.85 - $28.69 $955,431 - $1.15 Million
40,060 New
40,060 $1.15 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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