Albion Financial Group Schwab Fundamental U S Small C Call Options Transaction History

Albion Financial Group

$1.48 Billion
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

461

Shares Held

248M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.76 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$75.8 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$58.6 Million
2.8% of portfolio
Ubs Group Ag

1.9M
Shares

$54.6 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$53.4 Million
3.18% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Albion Financial Group , based on Form 13F filings with the SEC.

News

Stay updated on Albion Financial Group with notifications on news.