Ehrlich Financial Group Schwab Fundamental U S Small C Transaction History

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025

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 $272,783. This represents 0.17% of its overall portfolio holdings.

Number of Shares
8,982
Previous 8,982 -0.0%
Holding current value
$272,783
Previous $257 Million 8.76%
% of portfolio
0.17%
Previous 0.17%

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
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
  • Sector ETFs
  • Industry ETFs
More about FNDA
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