Rothschild Investment LLC Schwab Fundamental U S Small C Transaction History
Rothschild Investment LLC
- $1.49 Trillion
- Q1 2025
A detailed history of Rothschild Investment LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Rothschild Investment LLC holds 28 shares of FNDA stock, worth $777. This represents 0.0% of its overall portfolio holdings.
Number of Shares
28
Previous 28
-0.0%
Holding current value
$777
Previous $832,000
7.81%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
454Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.56 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$73.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.9 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.7 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52.2 Million3.32% of portfolio