Sebold Capital Management, Inc. FNDA Holdings History
Sebold Capital Management, Inc.'s Schwab Fundamental U.S. Small Company ETF Holding Summary
As of 2025-03-31, Sebold Capital Management, Inc. held 157,986.00 shares of Schwab Fundamental U.S. Small Company ETF(FNDA), totaling $4.33 Mil. This investment constitutes 2.84% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.05% of the outstanding Schwab Fundamental U.S. Small Company ETF(FNDA) stock.
The initial trade took place in 2022Q4. And since then Sebold Capital Management, Inc. has made 7 purchases of FNDA, at an average price of $38.58, for a total of 162,200.00 shares. In addition, there have been 1 sales at an average price of $48.32 for 4,214.00 shares. Based on historical transaction data and FNDA's current price of $30.20, Sebold Capital Management, Inc.'s estimated gain on his FNDA holdings is $-1.28 Mil, reflecting a -20.49% gain to date.
Sebold Capital Management, Inc. FNDA ($30.20) Holding Chart
Sebold Capital Management, 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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