Legacy Wealth Managment, Llc/Id Schwab Fundamental U S Small C Transaction History

Legacy Wealth Managment, Llc/Id

$122 Million
Q1 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 14 shares of FNDA stock, worth $386. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$386

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$26.87 - $30.99 $376 - $433	14 New	14 $0

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.53 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$72.8 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$57.6 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$52.4 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$52 Million
3.32% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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Legacy Wealth Managment, Llc/Id Schwab Fundamental U S Small C Transaction History