Cherry Tree Wealth Management, LLC Schwab Fundamental U S Small C Put Options Transaction History

Cherry Tree Wealth Management, LLC

$430 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

465

Shares Held

228M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.68 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$84.6 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$64.1 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$58.3 Million
3.18% of portfolio
Prairiewood Capital, LLC

1.76M
Shares

$55.2 Million
18.75% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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