Sequoia Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 11,141 shares of FNDC stock, worth $409,543. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,141

Previous 9,744 14.34%

Holding current value

$409,543

Previous $371,000 2.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$33.92 - $38.03 $47,386 - $53,127	1,397 Added 14.34%	11,141 $380,000
Q3 2024 Oct 21, 2024	BUY	$33.85 - $38.5 $63,367 - $72,072	1,872 Added 23.78%	9,744 $371,000
Q2 2024 Jul 15, 2024	BUY	$33.97 - $36.16 $35,294 - $37,570	1,039 Added 15.21%	7,872 $273,000
Q1 2024 Apr 30, 2024	SELL	$33.21 - $35.58 $17,866 - $19,142	-538 Reduced 7.3%	6,833 $242,000
Q4 2023 Jan 25, 2024	SELL	$30.23 - $34.87 $19,619 - $22,630	-649 Reduced 8.09%	7,371 $256,000
Q3 2023 Nov 08, 2023	BUY	$32.07 - $34.74 $24,982 - $27,062	779 Added 10.76%	8,020 $257,000
Q2 2023 Aug 08, 2023	BUY	$32.33 - $34.2 $234,101 - $247,642	7,241 New	7,241 $240,000

Others Institutions Holding FNDC

# of Institutions

265

Shares Held

57.9M

Call Options Held

2.2K

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL INTL SMALL

Ticker FNDC
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Sequoia Financial Advisors, LLC Schwab Fundamental Intl Small Transaction History