Hbk Sorce Advisory LLC Schwab Fundamental U S Small C Transaction History

Hbk Sorce Advisory LLC

$3.02 Billion
Q3 2025

A detailed history of Hbk Sorce Advisory LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 7,628 shares of FNDA stock, worth $231,662. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,628

Holding current value

$231,662

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	BUY	$28.75 - $31.93 $219,305 - $243,562	7,628 New	7,628 $237,000

Others Institutions Holding FNDA

# of Institutions

499

Shares Held

228M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

180M
Shares

$5.47 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.78M
Shares

$84.5 Million
7.46% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1.97M
Shares

$59.7 Million
2.72% of portfolio
Clarius Group, LLC Seattle, WA

1.92M
Shares

$58.3 Million
3.64% of portfolio
Prairiewood Capital, LLC

1.83M
Shares

$55.6 Million
18.97% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

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Hbk Sorce Advisory LLC Schwab Fundamental U S Small C Transaction History