Bokf, Na Schwab Fundamental U S Small C Transaction History

Bokf, Na

$5.65 Billion
Q3 2024

A detailed history of Bokf, Na transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Bokf, Na holds 15 shares of FNDA stock, worth $449. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$449

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$54.26 - $60.01 $813 - $900	15 New	15 $0
Q4 2018 Feb 13, 2019	SELL	N/A	-5,117 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	5,117 New	5,117 $208,000

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

$2.96 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.5 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.1 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$30 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.6 Million
0.01% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
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