Schwab Fundamental U S Small C FNDA
Institutional shares held
120 Million
0
calls
0
puts
Total value of holdings
$3.55B
$0
calls
$0
puts
# of Institutions
412
We take great care to ensure that the data presented and summarized in this overview for SCHWAB FUNDAMENTAL U S SMALL C is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FNDA
View all-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$2.9 Billion1.03% of portfolio
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Waddell & Associates, LLC1.25MShares$37.2 Million9.12% of portfolio
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Clarius Group, LLC Seattle, WA1.04MShares$30.8 Million4.41% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$28.9 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$26.5 Million0.01% of portfolio
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Morgan Stanley New York, NY693KShares$20.6 Million0.0% of portfolio
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Prairiewood Capital, LLC685KShares$20.3 Million17.31% of portfolio
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Trilogy Capital Inc.654KShares$19.4 Million2.02% of portfolio
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Solitude Financial Services538KShares$16 Million13.73% of portfolio
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Moller Financial Services529KShares$15.7 Million7.87% of portfolio