Sax Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 11,682 shares of FNDA stock, worth $354,782. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,682
Holding current value
$354,782
% of portfolio
0.02%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$29.85 - $31.55 $348,707 - $368,567
11,682 New
11,682 $354,000

Others Institutions Holding FNDA

# of Institutions
500
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
  • Sector ETFs
  • Industry ETFs
More about FNDA
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