Org Partners LLC Schwab Fundamental U S Small C Transaction History
Org Partners LLC
- $450 Million
- Q3 2025
A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Org Partners LLC holds 6,774 shares of FNDA stock, worth $205,726. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,774
Previous 6,969
2.8%
Holding current value
$205,726
Previous $199,000
6.03%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
499Shares Held
228MCall 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, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.92MShares$58.3 Million3.64% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio