Callan Capital, LLC FNDA Holdings History
Callan Capital, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Callan Capital, LLC held 830,053.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $22.74 Mil. This investment constitutes 1.68% of their stock portfolio, and Callan Capital, LLC now holds 0.28% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2018Q3. And since then Callan Capital, LLC has made 21 purchases of FNDA, at an average price of $45.97, for a total of 935,686.00 shares. In addition, there have been 6 sales at an average price of $42.90 for 105,633.00 shares. Based on historical transaction data and FNDA's current price of $29.84, Callan Capital, LLC's estimated gain on his FNDA holdings is $-13.71 Mil, reflecting a -31.87% gain to date.
Callan Capital, LLC FNDA ($29.84) Holding Chart
Callan Capital, LLC FNDA ($29.84) 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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