Charles Schwab Trust CO Schwab Fundamental U S Small C Transaction History
Charles Schwab Trust CO
- $1.17 Billion
- Q1 2025
A detailed history of Charles Schwab Trust CO transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Charles Schwab Trust CO holds 389,817 shares of FNDA stock, worth $9.89 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
389,817
Previous 371,191
5.02%
Holding current value
$9.89 Million
Previous $11 Million
3.33%
% of portfolio
0.91%
Previous 0.97%
Shares
23 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.05 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$65.8 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$52.9 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.7 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.4 Million0.01% of portfolio