Strategic Financial Concepts, LLC Schwab Fundamental U S Small C Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 105,110 shares of FNDA stock, worth $3.17 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
105,110Holding current value
$3.17 Million% of portfolio
0.02%Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.01 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.3 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.3 Million3.19% of portfolio
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Clarius Group, LLC Seattle, WA1.99MShares$60.1 Million4.12% of portfolio
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Ubs Group Ag1.83MShares$55.2 Million0.01% of portfolio