Financial Counselors Inc Schwab Fundamental U S Small C Transaction History

Financial Counselors Inc

$6.76 Billion
Q4 2024

A detailed history of Financial Counselors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Financial Counselors Inc holds 8,336 shares of FNDA stock, worth $251,497. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,336

Holding current value

$251,497

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$29.26 - $59.11 $243,911 - $492,740	8,336 New	8,336 $247,000

Others Institutions Holding FNDA

# of Institutions

466

Shares Held

245M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$6.01 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$78.3 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$62.3 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$60.1 Million
4.12% of portfolio
Ubs Group Ag

1.83M
Shares

$55.2 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

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Financial Counselors Inc Schwab Fundamental U S Small C Transaction History