McGrath & Associates, Inc. FNDA Holdings History
McGrath & Associates, Inc.'s Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, McGrath & Associates, Inc. held 88,618.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $2.43 Mil. This investment constitutes 4.43% of their stock portfolio, and McGrath & Associates, Inc. now holds 0.03% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $29.26 for 1,689.00 shares. Based on historical transaction data and FNDA's current price of $30.20, McGrath & Associates, Inc.'s estimated gain on his FNDA holdings is $-34,098.18, reflecting a -1.24% gain to date.
McGrath & Associates, Inc. FNDA ($30.20) Holding Chart
McGrath & Associates, Inc. FNDA ($30.20) 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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