Marshall & Sullivan Inc Schwab Fundamental U S Small C Transaction History

Marshall & Sullivan Inc

$190 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 29, 2018	SELL	N/A	-26 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	N/A	26 New	26 $0

Others Institutions Holding FNDA

# of Institutions

469

Shares Held

245M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.83 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$76 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$60.4 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$58.4 Million
4.12% of portfolio
Ubs Group Ag

1.83M
Shares

$53.6 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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