Clearstead Advisors, LLC Schwab Fundamental Intl Small Transaction History

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,020 shares of FNDC stock, worth $134,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,020
Previous 16,720 81.94%
Holding current value
$134,450
Previous $703,000 80.94%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 10, 2025
SELL
$41.81 - $45.21 $572,797 - $619,377
-13,700 Reduced 81.94%
3,020 $134,000
Q2 2025

Aug 08, 2025
BUY
$32.97 - $42.05 $450,502 - $574,571
13,664 Added 447.12%
16,720 $703,000
Q2 2024

Aug 09, 2024
BUY
$33.97 - $36.16 $747 - $795
22 Added 0.73%
3,056 $106,000
Q1 2024

May 14, 2024
SELL
$33.21 - $35.58 $36,099 - $38,675
-1,087 Reduced 26.38%
3,034 $107,000
Q4 2023

Feb 12, 2024
BUY
$30.23 - $34.87 $121,857 - $140,560
4,031 Added 4478.89%
4,121 $143,000
Q1 2023

May 09, 2023
SELL
$31.23 - $34.09 $2,685 - $2,931
-86 Reduced 48.86%
90 $2,000
Q3 2022

Nov 14, 2022
BUY
$27.09 - $32.72 $352 - $425
13 Added 7.98%
176 $5,000
Q2 2022

Aug 12, 2022
BUY
$30.1 - $35.8 $3,822 - $4,546
127 Added 352.78%
163 $5,000
Q2 2020

Aug 11, 2020
SELL
$22.23 - $29.49 $3,023 - $4,010
-136 Reduced 79.07%
36 $1,000
Q1 2020

May 14, 2020
BUY
$20.56 - $33.46 $3,536 - $5,755
172 New
172 $4,000

Others Institutions Holding FNDC

# of Institutions
288
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

FNDC Quotes by TradingView
  • Ticker FNDC
  • Sector ETFs
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