Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q1 2025
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 2,086,321 shares of FNDA stock, worth $53.1 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
2,086,321
Previous 2,063,680
1.1%
Holding current value
$53.1 Million
Previous $61.3 Billion
6.77%
% of portfolio
2.97%
Previous 3.19%
Shares
6 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.07 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$66 Million7.92% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$47.9 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$46.6 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.74MShares$44.3 Million0.01% of portfolio