A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 20,915 shares of FNDA stock, worth $626,822. This represents 0.26% of its overall portfolio holdings.

Number of Shares
20,915
Previous 91,952 77.25%
Holding current value
$626,822
Previous $5.05 Million 75.35%
% of portfolio
0.26%
Previous 1.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$54.26 - $60.01 $3.85 Million - $4.26 Million
-71,037 Reduced 77.25%
20,915 $1.25 Million
Q2 2024

Jul 29, 2024

SELL
$52.82 - $57.21 $82,927 - $89,819
-1,570 Reduced 1.68%
91,952 $5.05 Million
Q1 2024

Apr 23, 2024

SELL
$52.35 - $57.03 $94,596 - $103,053
-1,807 Reduced 1.9%
93,522 $5.33 Million
Q4 2023

Jan 19, 2024

BUY
$44.98 - $56.11 $3.02 Million - $3.77 Million
67,109 Added 237.81%
95,329 $5.28 Million
Q3 2023

Oct 16, 2023

BUY
$47.76 - $53.58 $1.02 Million - $1.15 Million
21,440 Added 316.22%
28,220 $1.37 Million
Q2 2023

Sep 08, 2023

BUY
$46.06 - $50.45 $312,286 - $342,051
6,780 New
6,780 $342 Million

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
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