Acima Private Wealth, LLC Schwab Fundamental U S Small C Transaction History

Acima Private Wealth, LLC

$272 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$42.36 - $53.44 $10,971 - $13,840	-259 Closed	0 $0
Q4 2020 May 14, 2021	BUY	$33.5 - $43.02 $8,676 - $11,142	259 New	259 $11,000

Others Institutions Holding FNDA

# of Institutions

407

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

97.6M
Shares

$5.75 Billion
1.03% of portfolio
Waddell & Associates, LLC

1.25M
Shares

$73.8 Million
9.12% of portfolio
Clarius Group, LLC Seattle, WA

1.05M
Shares

$61.7 Million
4.14% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$57.5 Million
3.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

894K
Shares

$52.6 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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