Bell Investment Advisors, Inc FNDA Holdings History
Bell Investment Advisors, Inc's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Bell Investment Advisors, Inc held 725,125.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $19.86 Mil. This investment constitutes 3.67% of their stock portfolio, and Bell Investment Advisors, Inc now holds 0.24% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2021Q3. And since then Bell Investment Advisors, Inc has made 11 purchases of FNDA, at an average price of $38.90, for a total of 741,042.00 shares. In addition, there have been 2 sales at an average price of $40.45 for 15,917.00 shares. Based on historical transaction data and FNDA's current price of $29.65, Bell Investment Advisors, Inc's estimated gain on his FNDA holdings is $-6.68 Mil, reflecting a -23.18% gain to date.
Bell Investment Advisors, Inc FNDA ($29.65) Holding Chart
Bell Investment Advisors, Inc FNDA ($29.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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