Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q4 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 2,063,680 shares of FNDA stock, worth $60.4 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
2,063,680
Previous 1,002,381
105.88%
Holding current value
$60.4 Million
Previous $59.7 Billion
2.65%
% of portfolio
3.19%
Previous 3.12%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
469Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.83 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$76 Million7.92% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$58.4 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$53.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$51 Million0.01% of portfolio