Sargent Bickham Lagudis LLC Schwab Fundamental U S Small C Transaction History

Sargent Bickham Lagudis LLC

  • $1.22 Billion
  • Q4 2022

A detailed history of Sargent Bickham Lagudis LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sargent Bickham Lagudis LLC holds 1,400 shares of FNDA stock, worth $42,518. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,152 21.53%
Holding current value
$42,518
Previous $49,000 32.65%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 23, 2023
BUY
$43.53 - $50.11 $10,795 - $12,427
248 Added 21.53%
1,400 $0
Q3 2022

Oct 27, 2022
BUY
$42.52 - $52.23 $4,294 - $5,275
101 Added 9.61%
1,152 $49,000
Q2 2022

Jul 13, 2022
SELL
$44.28 - $53.81 $47,113 - $57,253
-1,064 Reduced 50.31%
1,051 $48,000
Q1 2022

Apr 27, 2022
BUY
$50.55 - $56.5 $78,655 - $87,914
1,556 Added 278.35%
2,115 $113,000
Q3 2021

Nov 05, 2021
BUY
$50.41 - $54.9 $16,584 - $18,062
329 Added 143.04%
559 $29,000
Q2 2021

Jul 19, 2021
BUY
$50.53 - $56.06 $6,619 - $7,343
131 Added 132.32%
230 $13,000
Q2 2020

Sep 07, 2021
SELL
$23.69 - $35.9 $21,960 - $33,279
-927 Reduced 90.35%
99 $3,000
Q1 2020

Sep 07, 2021
SELL
$22.56 - $40.75 $12,385 - $22,371
-549 Reduced 34.86%
1,026 $27,000
Q4 2019

Sep 14, 2021
BUY
$36.37 - $40.34 $3,746 - $4,155
103 Added 7.0%
1,575 $63,000
Q3 2019

Sep 14, 2021
SELL
$37.63 - $38.85 $4,477 - $4,623
-119 Reduced 7.48%
1,472 $56,000
Q2 2019

Sep 13, 2021
BUY
N/A
121 Added 8.23%
1,591 $60,000
Q1 2019

Sep 13, 2021
BUY
N/A
444 Added 43.27%
1,470 $55,000
Q3 2017

Sep 13, 2021
BUY
N/A
1,026
1,026 $37,000

Others Institutions Holding FNDA

# of Institutions
499
Shares Held
228M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

FNDA Quotes by TradingView
  • Ticker FNDA
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  • Industry ETFs
More about FNDA
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