Number of Shares
157,986.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
2.84%
Total Estimate Gain
$-1.28 Mil
% of Total Estimate Gain
-20.49%

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 %

Top Ranked Articles

  • 1