Charles Schwab Investment Management Inc Schwab Fundamental U S Small C Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
A detailed history of Charles Schwab Investment Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 98,755,404 shares of FNDA stock, worth $2.96 Billion. This represents 1.14% of its overall portfolio holdings.
Number of Shares
98,755,404
Previous 97,647,254
1.13%
Holding current value
$2.96 Billion
Previous $5.36 Billion
9.7%
% of portfolio
1.14%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN872KShares$26.1 Million0.01% of portfolio