Financial Consulate, Inc Schwab Fundamental U S Small C Transaction History

Financial Consulate, Inc

  • $678 Million
  • Q3 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Consulate, Inc holds 169 shares of FNDA stock, worth $5,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Holding current value
$5,132
% of portfolio
0.0%

Shares

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

Oct 20, 2025
BUY
$28.75 - $31.93 $4,858 - $5,396
169 New
169 $5,000
Q1 2019

May 01, 2019
SELL
N/A
-43,613 Closed
0 $0
Q4 2018

Jan 25, 2019
BUY
N/A
11,523 Added 35.91%
43,613 $1.43 Million
Q3 2018

Oct 29, 2018
BUY
N/A
725 Added 2.31%
32,090 $1.31 Million
Q2 2018

Jul 27, 2018
BUY
N/A
1,994 Added 6.79%
31,365 $1.25 Million
Q1 2018

Apr 16, 2018
BUY
N/A
1,891 Added 6.88%
29,371 $1.09 Million
Q4 2017

Jan 29, 2018
BUY
N/A
2,899 Added 11.79%
27,480 $1.04 Million
Q3 2017

Oct 19, 2017
BUY
N/A
24,581
24,581 $892,000

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

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