Apriem Advisors Schwab Fundamental U S Small C Transaction History

Apriem Advisors

$836 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-340 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	340 New	340 $14,000

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.6 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$73.8 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$58.4 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$53.1 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$52.7 Million
3.32% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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