Sutton Wealth Advisors Inc. Schwab Fundamental U S Small C Transaction History

Sutton Wealth Advisors Inc.

$203 Billion
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 07, 2023	SELL	$50.41 - $54.9 $0 - $0	0 Closed	0 $0
Q2 2021 Nov 07, 2023	BUY	$50.53 - $56.06 $0 - $0	0 New	0 $0

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.59 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$83.2 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$63.1 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.92M
Shares

$59.4 Million
3.64% of portfolio
Prairiewood Capital, LLC

1.83M
Shares

$56.6 Million
18.97% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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