Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History

Kaizen Financial Strategies

$197 Million
Q3 2025

A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kaizen Financial Strategies holds 51,124 shares of FNDA stock, worth $1.55 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

51,124

Previous 54,470 6.14%

Holding current value

$1.55 Million

Previous $1.56 Million 2.12%

% of portfolio

0.81%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$28.75 - $31.93 $96,197 - $106,837	-3,346 Reduced 6.14%	51,124 $1.59 Million
Q2 2025 Aug 08, 2025	SELL	$23.85 - $28.69 $15,335 - $18,447	-643 Reduced 1.17%	54,470 $1.56 Million
Q1 2025 Apr 08, 2025	SELL	$26.87 - $30.99 $45,007 - $51,908	-1,675 Reduced 2.95%	55,113 $1.51 Million
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $854,743 - $1.73 Million	29,212 Added 105.93%	56,788 $1.69 Million
Q3 2024 Nov 04, 2024	BUY	$54.26 - $60.01 $97,668 - $108,018	1,800 Added 6.98%	27,576 $1.64 Million

Q2 2024 Aug 02, 2024	BUY	$52.82 - $57.21 $25,036 - $27,117	474 Added 1.87%	25,776 $1.42 Million
Q1 2024 May 02, 2024	BUY	$52.35 - $57.03 $33,975 - $37,012	649 Added 2.63%	25,302 $1.44 Million
Q4 2023 Jan 18, 2024	SELL	$44.98 - $56.11 $33,105 - $41,296	-736 Reduced 2.9%	24,653 $1.36 Million
Q3 2023 Oct 31, 2023	BUY	$47.76 - $53.58 $1.21 Million - $1.36 Million	25,389 New	25,389 $1.23 Million

Others Institutions Holding FNDA

# of Institutions

500

Shares Held

228M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History