55 I, LLC Schwab Fundamental U S Small C Transaction History

55 I, LLC

$3.58 Billion
Q3 2022

A detailed history of 55 I, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, 55 I, LLC holds 12,370 shares of FNDA stock, worth $368,131. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,370

Holding current value

$368,131

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$42.52 - $52.23 $525,972 - $646,085	12,370 New	12,370 $526,000

Others Institutions Holding FNDA

# of Institutions

414

Shares Held

120M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$2.91 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$37.3 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.9 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$29 Million
3.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$26.6 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
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