Clarius Group, LLC FNDA Holdings History
Clarius Group, LLC's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Clarius Group, LLC held 1.88 Mil shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $51.56 Mil. This investment constitutes 3.24% of their stock portfolio, and Clarius Group, LLC now holds 0.58% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2019Q1. And since then Clarius Group, LLC has made 17 purchases of FNDA, at an average price of $35.35, for a total of 2.31 Mil shares. In addition, there have been 7 sales at an average price of $35.00 for 424,580.00 shares. Based on historical transaction data and FNDA's current price of $29.59, Clarius Group, LLC's estimated gain on his FNDA holdings is $-10.99 Mil, reflecting a -13.48% gain to date.
Clarius Group, LLC FNDA ($29.59) Holding Chart
Clarius Group, LLC FNDA ($29.59) 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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