Capital Investment Advisors, LLC Schwab Fundamental U S Small C Transaction History

Capital Investment Advisors, LLC

  • $5.8 Billion
  • Q3 2025

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 14,604 shares of FNDA stock, worth $443,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,604
Previous 10,914 33.81%
Holding current value
$443,523
Previous $312,000 45.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2025
BUY
$28.75 - $31.93 $106,087 - $117,821
3,690 Added 33.81%
14,604 $455,000
Q2 2025

Jul 17, 2025
BUY
$23.85 - $28.69 $260,298 - $313,122
10,914 New
10,914 $312,000
Q1 2025

Apr 14, 2025
BUY
$26.87 - $30.99 $117,878 - $135,953
4,387 Added 56.07%
12,211 $333,000
Q4 2024

Jan 13, 2025
BUY
$29.26 - $59.11 $123,009 - $248,498
4,204 Added 116.13%
7,824 $232,000
Q3 2024

Oct 17, 2024
SELL
$54.26 - $60.01 $17,851 - $19,743
-329 Reduced 8.33%
3,620 $215,000
Q2 2024

Jul 12, 2024
BUY
$52.82 - $57.21 $208,586 - $225,922
3,949 New
3,949 $216,000

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
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