Bfsg, LLC Schwab Fundamental U S Small C Transaction History

Bfsg, LLC

$843 Million
Q3 2024

A detailed history of Bfsg, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bfsg, LLC holds 183 shares of FNDA stock, worth $5,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares

183

Previous 183 -0.0%

Holding current value

$5,435

Previous $10,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	BUY	$44.98 - $56.11 $8,231 - $10,268	183 New	183 $10,000

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.93 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.1 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.8 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$29.8 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.4 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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