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

Capital Investment Advisory Services, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 18,108 shares of FNDA stock, worth $549,939. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,108
Previous 18,076 0.18%
Holding current value
$549,939
Previous $517,000 9.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 05, 2025
BUY
$28.75 - $31.93 $920 - $1,021
32 Added 0.18%
18,108 $564,000
Q1 2025

Apr 29, 2025
BUY
$26.87 - $30.99 $18,002 - $20,763
670 Added 3.85%
18,076 $495,000
Q4 2024

Jan 23, 2025
BUY
$29.26 - $59.11 $254,649 - $514,434
8,703 Added 100.0%
17,406 $516,000
Q3 2024

Oct 30, 2024
BUY
$54.26 - $60.01 $1,790 - $1,980
33 Added 0.38%
8,703 $518,000
Q1 2024

Apr 25, 2024
BUY
$52.35 - $57.03 $942 - $1,026
18 Added 0.21%
8,670 $494,000
Q4 2023

Feb 01, 2024
SELL
$44.98 - $56.11 $44,890 - $55,997
-998 Reduced 10.34%
8,652 $478,000
Q1 2023

Apr 21, 2023
BUY
$46.21 - $53.63 $415 - $482
9 Added 0.09%
9,650 $469,000
Q4 2022

Feb 03, 2023
SELL
$43.53 - $50.11 $65,295 - $75,165
-1,500 Reduced 13.46%
9,641 $450,000
Q3 2022

Oct 26, 2022
BUY
$42.52 - $52.23 $128,793 - $158,204
3,029 Added 37.34%
11,141 $474,000
Q4 2021

Feb 01, 2022
BUY
$52.31 - $57.77 $424,338 - $468,630
8,112 New
8,112 $451,000
Q2 2021

Jul 27, 2021
SELL
$50.53 - $56.06 $31,025 - $34,420
-614 Closed
0 $0
Q1 2021

May 05, 2021
BUY
$42.36 - $53.44 $26,009 - $32,812
614 New
614 $31,000

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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