Sjs Investment Consulting Inc. Schwab Fundamental U S Small C Transaction History
Sjs Investment Consulting Inc.
- $499 Million
- Q2 2024
A detailed history of Sjs Investment Consulting Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 345 shares of FNDA stock, worth $20,599. This represents 0.0% of its overall portfolio holdings.
Number of Shares
345
Previous 291
18.56%
Holding current value
$20,599
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
388Shares Held
119MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.73 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$176 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$73.5 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.5 Million4.14% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA976KShares$58.3 Million3.0% of portfolio