Buckingham Strategic Wealth, LLC Schwab Fundamental U S Small C Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 32,499 shares of FNDA stock, worth $973,995. This represents 0.02% of its overall portfolio holdings.

Number of Shares
32,499
Previous 33,756 3.72%
Holding current value
$973,995
Previous $1.93 Million 7.32%
% of portfolio
0.02%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$52.82 - $57.21 $66,394 - $71,912
-1,257 Reduced 3.72%
32,499 $1.78 Million
Q1 2024

May 09, 2024
BUY
$52.35 - $57.03 $147,103 - $160,254
2,810 Added 9.08%
33,756 $1.93 Million
Q4 2023

Feb 14, 2024
SELL
$44.98 - $56.11 $34,319 - $42,811
-763 Reduced 2.41%
30,946 $1.71 Million
Q3 2023

Nov 13, 2023
BUY
$47.76 - $53.58 $17,193 - $19,288
360 Added 1.15%
31,709 $1.54 Million
Q2 2023

Aug 11, 2023
SELL
$46.06 - $50.45 $3,362 - $3,682
-73 Reduced 0.23%
31,349 $1.58 Million
Q4 2022

Feb 13, 2023
SELL
$43.53 - $50.11 $17,368 - $19,993
-399 Reduced 1.25%
31,422 $1.47 Million
Q3 2022

Nov 07, 2022
SELL
$42.52 - $52.23 $26,787 - $32,904
-630 Reduced 1.94%
31,821 $1.35 Million
Q2 2022

Aug 12, 2022
BUY
$44.28 - $53.81 $16,295 - $19,802
368 Added 1.15%
32,451 $1.47 Million
Q1 2022

May 10, 2022
BUY
$50.55 - $56.5 $13,699 - $15,311
271 Added 0.85%
32,083 $1.72 Million
Q4 2021

Feb 09, 2022
BUY
$52.31 - $57.77 $28,822 - $31,831
551 Added 1.76%
31,812 $1.77 Million
Q3 2021

Nov 10, 2021
BUY
$50.41 - $54.9 $17,189 - $18,720
341 Added 1.1%
31,261 $1.65 Million
Q2 2021

Aug 06, 2021
BUY
$50.53 - $56.06 $13,744 - $15,248
272 Added 0.89%
30,920 $1.68 Million
Q1 2021

Apr 30, 2021
BUY
$42.36 - $53.44 $6,777 - $8,550
160 Added 0.52%
30,648 $1.55 Million
Q4 2020

Feb 16, 2021
SELL
$33.5 - $43.02 $129,611 - $166,444
-3,869 Reduced 11.26%
30,488 $1.31 Million
Q2 2020

Aug 03, 2020
SELL
$23.69 - $35.9 $321,354 - $486,983
-13,565 Reduced 28.31%
34,357 $1.09 Million
Q1 2020

May 07, 2020
BUY
$22.56 - $40.75 $1.08 Million - $1.95 Million
47,922 New
47,922 $1.24 Million

Others Institutions Holding FNDA

# of Institutions
428
Shares Held
122M
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
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email