Ehrlich Financial Group Schwab Fundamental U S Small C Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ehrlich Financial Group holds 8,982 shares of FNDA stock, worth $275,837. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,982
Previous 4,491 100.0%
Holding current value
$275,837
Previous $268 Million 0.29%
% of portfolio
0.19%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$29.26 - $59.11 $131,406 - $265,463
4,491 Added 100.0%
8,982 $267 Million
Q4 2023

Feb 13, 2024
BUY
$44.98 - $56.11 $202,005 - $251,990
4,491 New
4,491 $249 Million

Others Institutions Holding FNDA

# of Institutions
430
Shares Held
129M
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 Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group 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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email