Harbor Asset Planning, Inc. Schwab Fundamental U S Small C Transaction History
Harbor Asset Planning, Inc.
- $117 Billion
- Q4 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 32,308 shares of FNDA stock, worth $981,193. This represents 0.87% of its overall portfolio holdings.
Number of Shares
32,308
Previous 31,700
1.92%
Holding current value
$981,193
Previous $988 Million
3.07%
% of portfolio
0.87%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
503Shares Held
229MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Prairiewood Capital, LLC1.99MShares$60.4 Million18.96% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.89MShares$57.4 Million3.53% of portfolio