Power Wealth Management LLC Schwab Fundamental U S Small C Transaction History

Power Wealth Management LLC

$234 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$52.82 - $57.21 $427,842 - $463,401	8,100 New	8,100 $445 Million

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.96 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.5 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.1 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$30 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.6 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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