Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Small C Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 15,396 shares of FNDA stock, worth $472,811. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,396
Previous 9,435 63.18%
Holding current value
$472,811
Previous $562 Million 18.65%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 27, 2025
BUY
$29.26 - $59.11 $174,418 - $352,354
5,961 Added 63.18%
15,396 $457 Million
Q3 2024

Oct 07, 2024
BUY
$54.26 - $60.01 $97,939 - $108,318
1,805 Added 23.66%
9,435 $562 Million
Q2 2024

Jul 23, 2024
SELL
$52.82 - $57.21 $25,142 - $27,231
-476 Reduced 5.87%
7,630 $419 Million
Q1 2024

Apr 12, 2024
SELL
$52.35 - $57.03 $218,142 - $237,644
-4,167 Reduced 33.95%
8,106 $462 Million
Q4 2023

Apr 04, 2024
BUY
$44.98 - $56.11 $128,103 - $159,801
2,848 Added 30.22%
12,273 $573 Million
Q3 2023

Apr 04, 2024
SELL
$47.76 - $53.58 $29,229 - $32,790
-612 Reduced 6.1%
9,425 $457 Million
Q2 2023

Apr 04, 2024
SELL
$46.06 - $50.45 $102,851 - $112,654
-2,233 Reduced 18.2%
10,037 $506 Million
Q1 2023

Apr 04, 2024
SELL
$46.21 - $53.63 $138 - $160
-3 Reduced 0.02%
12,270 $597 Million
Q4 2022

Apr 04, 2024
SELL
$43.53 - $50.11 $11,230 - $12,928
-258 Reduced 2.06%
12,273 $573 Million
Q3 2022

Apr 04, 2024
SELL
$42.52 - $52.23 $5,485 - $6,737
-129 Reduced 1.02%
12,531 $533 Million
Q2 2022

Apr 04, 2024
BUY
$44.28 - $53.81 $560,584 - $681,234
12,660 New
12,660 $573 Million
Q1 2022

Apr 05, 2024
SELL
$50.55 - $56.5 $6,066 - $6,780
-120 Reduced 0.96%
12,431 $665 Million
Q4 2021

Apr 05, 2024
SELL
$52.31 - $57.77 $82,335 - $90,929
-1,574 Reduced 11.14%
12,551 $698 Million
Q3 2021

Apr 05, 2024
SELL
$50.41 - $54.9 $5,645 - $6,148
-112 Reduced 0.79%
14,125 $744 Million
Q2 2021

Apr 05, 2024
SELL
$50.53 - $56.06 $49,923 - $55,387
-988 Reduced 6.49%
14,237 $774 Million
Q1 2021

Apr 05, 2024
SELL
$42.36 - $53.44 $45,621 - $57,554
-1,077 Reduced 6.61%
15,225 $771 Million
Q4 2020

Apr 05, 2024
SELL
$33.5 - $43.02 $1.06 Million - $1.36 Million
-31,599 Reduced 65.97%
16,302 $700 Million
Q3 2020

Apr 05, 2024
SELL
$30.58 - $35.51 $1.53 Million - $1.77 Million
-49,904 Reduced 51.02%
47,901 $1.58 Billion
Q2 2020

Apr 05, 2024
SELL
$23.69 - $35.9 $354,260 - $536,848
-14,954 Reduced 13.26%
97,805 $3.1 Billion
Q1 2020

Apr 05, 2024
BUY
$22.56 - $40.75 $376,142 - $679,424
16,673 Added 17.35%
112,759 $2.92 Billion
Q4 2019

Apr 05, 2024
BUY
$36.37 - $40.34 $538,021 - $596,749
14,793 Added 18.2%
96,086 $3.87 Billion
Q3 2019

Apr 05, 2024
BUY
$37.63 - $38.85 $172,383 - $177,971
4,581 Added 5.97%
81,293 $3.07 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
11,031 Added 16.79%
76,712 $2.89 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
53,408 Added 435.17%
65,681 $2.45 Billion

Others Institutions Holding FNDA

# of Institutions
430
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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