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

National Wealth Management Group, LLC

$289 Billion
Q4 2025

A detailed history of National Wealth Management Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,683 shares of FNDA stock, worth $233,332. This represents 0.08% of its overall portfolio holdings.

Number of Shares

7,683

Previous 8,093 5.07%

Holding current value

$233,332

Previous $252 Million 4.0%

% of portfolio

0.08%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$29.85 - $31.55 $12,238 - $12,935	-410 Reduced 5.07%	7,683 $242 Million
Q3 2025 Oct 31, 2025	BUY	$28.75 - $31.93 $232,673 - $258,409	8,093 New	8,093 $252 Million
Q4 2024 Feb 12, 2025	BUY	$29.26 - $59.11 $201,659 - $407,386	6,892 New	6,892 $205 Million
Q2 2024 Aug 09, 2024	BUY	$52.82 - $57.21 $1,267 - $1,373	24 Added 0.52%	4,665 $256 Million
Q1 2024 May 17, 2024	BUY	$52.35 - $57.03 $14,291 - $15,569	273 Added 6.25%	4,641 $265 Million

Q4 2023 Feb 01, 2024	BUY	$44.98 - $56.11 $196,472 - $245,088	4,368 New	4,368 $242 Million

Others Institutions Holding FNDA

# of Institutions

500

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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National Wealth Management Group, LLC Schwab Fundamental U S Small C Transaction History