First Pacific Financial FNDA Holdings History
First Pacific Financial's Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-06-30, First Pacific Financial held 858,807.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $24.60 Mil. This investment constitutes 3.63% of their stock portfolio, and First Pacific Financial now holds 0.3% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2020Q3. And since then First Pacific Financial has made 13 purchases of FNDA, at an average price of $33.17, for a total of 933,945.00 shares. In addition, there have been 6 sales at an average price of $46.65 for 75,138.00 shares. Based on historical transaction data and FNDA's current price of $29.45, First Pacific Financial's estimated gain on his FNDA holdings is $-2.19 Mil, reflecting a -7.05% gain to date.
First Pacific Financial FNDA ($29.45) Holding Chart
First Pacific Financial FNDA ($29.45) 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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