10 Elms LLP Schwab Fundamental U S Small C Transaction History

10 Elms LLP

$96.8 Billion
Q4 2024

A detailed history of 10 Elms LLP transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, 10 Elms LLP holds 17,264 shares of FNDA stock, worth $485,808. This represents 0.53% of its overall portfolio holdings.

Number of Shares

17,264

Holding current value

$485,808

% of portfolio

0.53%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.26 - $59.11 $505,144 - $1.02 Million	17,264 New	17,264 $513 Million

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.61 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$73.1 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$58.1 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$56.1 Million
4.12% of portfolio
Ubs Group Ag

1.83M
Shares

$51.5 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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