Godsey & Gibb Associates Schwab Fundamental U S Small C Transaction History

Godsey & Gibb Associates

  • $1.11 Billion
  • Q3 2025

A detailed history of Godsey & Gibb Associates transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Godsey & Gibb Associates holds 1,106 shares of FNDA stock, worth $33,589. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,106
Previous 1,924 42.52%
Holding current value
$33,589
Previous $55,000 38.18%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2025
SELL
$28.75 - $31.93 $23,517 - $26,118
-818 Reduced 42.52%
1,106 $34,000
Q2 2025

Jul 23, 2025
BUY
$23.85 - $28.69 $45,887 - $55,199
1,924 New
1,924 $55,000
Q3 2024

Oct 18, 2024
BUY
$54.26 - $60.01 $9,604 - $10,621
177 New
177 $10,000
Q2 2023

Jul 25, 2023
BUY
$46.06 - $50.45 $39,795 - $43,588
864 New
864 $43,000

Others Institutions Holding FNDA

# of Institutions
501
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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