Transform Wealth, LLC Schwab Fundamental U S Small C Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$46.06 - $50.45 $598 - $655	-13 Reduced 0.3%	4,346 $219,000
Q1 2023 Apr 14, 2023	BUY	$46.21 - $53.63 $201,429 - $233,773	4,359 New	4,359 $212,000

Others Institutions Holding FNDA

# of Institutions

451

Shares Held

237M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.96 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$77.7 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$61.8 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$59.7 Million
4.12% of portfolio
Prairiewood Capital, LLC

1.45M
Shares

$43.4 Million
18.49% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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