Guardian Financial Partners, LLC Schwab Fundamental U S Small C Transaction History
Guardian Financial Partners, LLC
- $178 Million
- Q4 2025
A detailed history of Guardian Financial Partners, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 40,754 shares of FNDA stock, worth $1.24 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
40,754
Previous 38,596
5.59%
Holding current value
$1.24 Million
Previous $1.2 Million
2.91%
% of portfolio
0.69%
Previous 0.66%
Shares
12 transactions
Others Institutions Holding FNDA
# of Institutions
507Shares Held
229MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.05MShares$62.2 Million2.77% of portfolio
-
Prairiewood Capital, LLC1.99MShares$60.4 Million18.96% of portfolio
-
Clarius Group, LLC Seattle, WA1.89MShares$57.4 Million3.53% of portfolio