Albion Financial Group Schwab Fundamental U S Small C Transaction History

Albion Financial Group

$1.48 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$43.53 - $50.11 $1,088 - $1,252	25 New	25 $1,000

Others Institutions Holding FNDA

# of Institutions

460

Shares Held

248M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.88 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$77.4 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$59.9 Million
2.8% of portfolio
Ubs Group Ag

1.9M
Shares

$55.7 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$54.5 Million
3.18% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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