Berkshire Money Management, Inc. Schwab Fundamental U S Small C Transaction History
Berkshire Money Management, Inc.
- $793 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.04 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.8 Million3.12% of portfolio
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Ubs Group Ag921KShares$28.3 Million0.01% of portfolio