Wedmont Private Capital Schwab Fundamental U S Small C Transaction History

Wedmont Private Capital

$2.61 Billion
Q3 2025

A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Wedmont Private Capital holds 16,054 shares of FNDA stock, worth $487,559. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,054

Previous 15,998 0.35%

Holding current value

$487,559

Previous $458,000 9.17%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$28.75 - $31.93 $1,610 - $1,788	56 Added 0.35%	16,054 $500,000
Q2 2025 Jul 10, 2025	BUY	$23.85 - $28.69 $6,606 - $7,947	277 Added 1.76%	15,998 $458,000
Q1 2025 Apr 14, 2025	BUY	$26.87 - $30.99 $91,734 - $105,799	3,414 Added 27.74%	15,721 $429,000
Q4 2024 Jan 13, 2025	BUY	$29.26 - $59.11 $180,066 - $363,762	6,154 Added 100.02%	12,307 $365,000
Q2 2024 Jul 15, 2024	BUY	$52.82 - $57.21 $6,179 - $6,693	117 Added 1.94%	6,153 $337,000

Q1 2024 Apr 10, 2024	BUY	$52.35 - $57.03 $8,218 - $8,953	157 Added 2.67%	6,036 $344,000
Q3 2023 Oct 10, 2023	BUY	$47.76 - $53.58 $280,781 - $314,996	5,879 New	5,879 $285,000

Others Institutions Holding FNDA

# of Institutions

499

Shares Held

228M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Wedmont Private Capital Schwab Fundamental U S Small C Transaction History