Moller Financial Services Schwab Fundamental U S Small C Transaction History
Moller Financial Services
- $400 Million
- Q3 2024
A detailed history of Moller Financial Services transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Moller Financial Services holds 528,631 shares of FNDA stock, worth $15.8 Million. This represents 7.87% of its overall portfolio holdings.
Number of Shares
528,631
Previous 532,010
0.64%
Holding current value
$15.8 Million
Previous $29.2 Million
7.78%
% of portfolio
7.87%
Previous 7.8%
Shares
23 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.96 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.1 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.6 Million0.01% of portfolio