Creekside Partners Schwab Fundamental U S Small C Transaction History

Creekside Partners

$181 Billion
Q2 2024

A detailed history of Creekside Partners transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Creekside Partners holds 7,536 shares of FNDA stock, worth $237,760. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,536

Holding current value

$237,760

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 30, 2024	BUY	$52.82 - $57.21 $398,051 - $431,134	7,536 New	7,536 $414 Million

Others Institutions Holding FNDA

# of Institutions

416

Shares Held

120M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$3.08 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$39.6 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$32.7 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$30.8 Million
3.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$28.2 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
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