Kaizen Financial Strategies Schwab Fundamental U S Small C Transaction History
Kaizen Financial Strategies
- $212 Million
- Q4 2025
A detailed history of Kaizen Financial Strategies transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Kaizen Financial Strategies holds 50,144 shares of FNDA stock, worth $1.52 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
50,144
Previous 51,124
1.92%
Holding current value
$1.52 Million
Previous $1.59 Million
4.46%
% of portfolio
0.72%
Previous 0.81%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
505Shares 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