Evolution Advisers, Inc. Schwab Fundamental U S Small C Transaction History

Evolution Advisers, Inc.

$184 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$50.55 - $56.5 $1,617 - $1,808	-32 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$52.31 - $57.77 $1,673 - $1,848	32 New	32 $1,000

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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