Clear Point Advisors Inc. Schwab Fundamental U S Small C Call Options Transaction History

Clear Point Advisors Inc.

$122 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

414

Shares Held

120M

Call Options Held

0

Put Options Held

0

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

About SCHWAB FUNDAMENTAL U S SMALL C

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