A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 5,070 shares of FNDA stock, worth $152,759. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,070
Previous 4,838 4.8%
Holding current value
$152,759
Previous $265,000 13.96%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$54.26 - $60.01 $12,588 - $13,922
232 Added 4.8%
5,070 $302,000
Q2 2024

Jul 31, 2024

BUY
$52.82 - $57.21 $25,934 - $28,090
491 Added 11.3%
4,838 $265,000
Q1 2024

May 09, 2024

BUY
$52.35 - $57.03 $5,601 - $6,102
107 Added 2.52%
4,347 $247,000
Q1 2023

Apr 20, 2023

BUY
$46.21 - $53.63 $195,930 - $227,391
4,240 New
4,240 $206,000

Others Institutions Holding FNDA

About SCHWAB FUNDAMENTAL U S SMALL C


  • Ticker FNDA
  • Sector ETFs
  • Industry ETFs
More about FNDA
Track This Portfolio

Track Lafayette Investments, Inc. Portfolio

Follow Lafayette Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lafayette Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lafayette Investments, Inc. with notifications on news.