Hb Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 10,428 shares of FNDA stock, worth $312,110. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,428
Previous 5,866 77.77%
Holding current value
$312,110
Previous $349,000 11.46%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 15, 2025
BUY
$29.26 - $59.11 $133,484 - $269,659
4,562 Added 77.77%
10,428 $309,000
Q3 2024

Oct 15, 2024
BUY
$54.26 - $60.01 $92,133 - $101,896
1,698 Added 40.74%
5,866 $349,000
Q2 2024

Jul 26, 2024
SELL
$52.82 - $57.21 $24,878 - $26,945
-471 Reduced 10.15%
4,168 $228,000
Q1 2024

Apr 30, 2024
BUY
$52.35 - $57.03 $1,361 - $1,482
26 Added 0.56%
4,639 $264,000
Q4 2023

Jan 16, 2024
BUY
$44.98 - $56.11 $3,418 - $4,264
76 Added 1.68%
4,613 $255,000
Q3 2023

Oct 13, 2023
SELL
$47.76 - $53.58 $9,026 - $10,126
-189 Reduced 4.0%
4,537 $219,000
Q2 2023

Jul 13, 2023
BUY
$46.06 - $50.45 $184 - $201
4 Added 0.08%
4,726 $238,000
Q1 2023

Apr 13, 2023
SELL
$46.21 - $53.63 $8,317 - $9,653
-180 Reduced 3.67%
4,722 $229,000
Q4 2022

Jan 20, 2023
BUY
$43.53 - $50.11 $213,384 - $245,639
4,902 New
4,902 $0
Q2 2022

Jul 15, 2022
SELL
$44.28 - $53.81 $182,522 - $221,804
-4,122 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$50.55 - $56.5 $208,367 - $232,893
4,122 New
4,122 $220,000

Others Institutions Holding FNDA

# of Institutions
451
Shares Held
237M
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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