Steward Partners Investment Advisory, LLC Schwab Fundamental U S Small C Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 879 shares of FNDA stock, worth $26,994. This represents 0.0% of its overall portfolio holdings.

Number of Shares
879
Previous 1,068 17.7%
Holding current value
$26,994
Previous $58,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$54.26 - $60.01 $10,255 - $11,341
-189 Reduced 17.7%
879 $52,000
Q1 2024

May 15, 2024
BUY
$52.35 - $57.03 $25,860 - $28,172
494 Added 86.06%
1,068 $60,000
Q4 2022

Feb 15, 2023
BUY
$43.53 - $50.11 $7,574 - $8,719
174 Added 43.5%
574 $26,000
Q3 2022

Nov 10, 2022
SELL
$42.52 - $52.23 $13,733 - $16,870
-323 Reduced 44.67%
400 $17,000
Q2 2022

Aug 04, 2022
BUY
$44.28 - $53.81 $14,523 - $17,649
328 Added 83.04%
723 $33,000
Q1 2022

May 02, 2022
BUY
$50.55 - $56.5 $1,668 - $1,864
33 Added 9.12%
395 $21,000
Q3 2021

Nov 12, 2021
BUY
$50.41 - $54.9 $705 - $768
14 Added 4.02%
362 $19,000
Q1 2021

May 14, 2021
BUY
$42.36 - $53.44 $2,118 - $2,672
50 Added 16.78%
348 $0
Q3 2020

Oct 30, 2020
BUY
$30.58 - $35.51 $3,669 - $4,261
120 Added 67.42%
298 $10,000
Q2 2020

Aug 06, 2020
SELL
$23.69 - $35.9 $1,681 - $2,548
-71 Reduced 28.51%
178 $6,000
Q1 2020

Apr 29, 2020
SELL
$22.56 - $40.75 $315 - $570
-14 Reduced 5.32%
249 $6,000
Q2 2019

Jul 25, 2019
BUY
N/A
263 New
263 $9,000
Q4 2018

Jan 15, 2019
SELL
N/A
-4,159 Closed
0 $0
Q3 2018

Oct 23, 2018
BUY
N/A
3,910 Added 1570.28%
4,159 $169,000
Q2 2017

Nov 22, 2017
BUY
N/A
71 Added 39.89%
249 $8,000
Q1 2017

Nov 22, 2017
BUY
N/A
178
178 $6,000

Others Institutions Holding FNDA

# of Institutions
430
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

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