Sequoia Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 55,890 shares of FNDA stock, worth $1.58 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

55,890

Previous 28,065 99.14%

Holding current value

$1.58 Million

Previous $1.67 Million 0.72%

% of portfolio

0.01%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$29.26 - $59.11 $814,159 - $1.64 Million	27,825 Added 99.14%	55,890 $1.66 Million
Q3 2024 Oct 21, 2024	BUY	$54.26 - $60.01 $273,904 - $302,930	5,048 Added 21.93%	28,065 $1.67 Million
Q2 2024 Jul 15, 2024	BUY	$52.82 - $57.21 $19,596 - $21,224	371 Added 1.64%	23,017 $1.26 Million
Q1 2024 Apr 30, 2024	BUY	$52.35 - $57.03 $34,341 - $37,411	656 Added 2.98%	22,646 $1.29 Million
Q4 2023 Jan 25, 2024	BUY	$44.98 - $56.11 $120,681 - $150,543	2,683 Added 13.9%	21,990 $1.22 Million
Q3 2023 Nov 08, 2023	BUY	$47.76 - $53.58 $32,620 - $36,595	683 Added 3.67%	19,307 $936,000
Q2 2023 Aug 08, 2023	BUY	$46.06 - $50.45 $562,853 - $616,499	12,220 Added 190.82%	18,624 $939,000
Q1 2023 Apr 24, 2023	BUY	$46.21 - $53.63 $86,412 - $100,288	1,870 Added 41.24%	6,404 $311,000
Q4 2022 Feb 10, 2023	SELL	$43.53 - $50.11 $1,349 - $1,553	-31 Reduced 0.68%	4,534 $211,000
Q4 2022 Jan 17, 2023	BUY	$43.53 - $50.11 $198,714 - $228,752	4,565 New	4,565 $0

Others Institutions Holding FNDA

# of Institutions

470

Shares Held

245M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Sequoia Financial Advisors, LLC Schwab Fundamental U S Small C Transaction History