Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History

Steele Capital Management, Inc.

$1.79 Trillion
Q2 2024

A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 975,856 shares of FNDA stock, worth $28.7 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

975,856

Previous 942,090 3.58%

Holding current value

$28.7 Million

Previous $53.7 Billion 0.13%

% of portfolio

3.0%

Previous 3.09%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$52.82 - $57.21 $1.78 Million - $1.93 Million	33,766 Added 3.58%	975,856 $53.8 Billion
Q1 2024 Apr 18, 2024	BUY	$52.35 - $57.03 $1.71 Million - $1.86 Million	32,635 Added 3.59%	942,090 $53.7 Billion
Q4 2023 Feb 05, 2024	BUY	$44.98 - $56.11 $40.9 Million - $51 Million	909,455 New	909,455 $50.3 Billion

Others Institutions Holding FNDA

# of Institutions

417

Shares Held

120M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History