Farther Finance Advisors, LLC Schwab Fundamental U S Small C Call Options Transaction History

Farther Finance Advisors, LLC

$5 Trillion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

457

Shares Held

248M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$6.01 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$79.1 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$61.2 Million
2.8% of portfolio
Ubs Group Ag

1.9M
Shares

$57 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$55.7 Million
3.18% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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