National Asset Management, Inc. Schwab Fundamental U S Small C Transaction History

National Asset Management, Inc.

$3.51 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 15, 2024	BUY	$44.98 - $56.11 $2.56 Million - $3.19 Million	56,871 New	56,871 $3.15 Million

Others Institutions Holding FNDA

# of Institutions

429

Shares Held

123M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.88 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$37.4 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.3 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$29.2 Million
3.12% of portfolio
Moller Financial Services

1M
Shares

$29.2 Million
7.82% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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