Lodestone Wealth Management LLC Schwab Fundamental U S Small C Transaction History
Lodestone Wealth Management LLC
- $246 Billion
- Q4 2025
A detailed history of Lodestone Wealth Management LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 618 shares of FNDA stock, worth $18,768. This represents 0.01% of its overall portfolio holdings.
Number of Shares
618Holding current value
$18,768% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
501Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
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Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
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Clarius Group, LLC Seattle, WA1.89MShares$57.4 Million3.53% of portfolio
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Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio