Callan Capital, LLC Schwab Fundamental U S Small C Transaction History
Callan Capital, LLC
- $1.36 Billion
- Q4 2024
A detailed history of Callan Capital, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Callan Capital, LLC holds 669,259 shares of FNDA stock, worth $20.2 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
669,259
Previous 321,963
107.87%
Holding current value
$20.2 Million
Previous $19.2 Million
3.63%
% of portfolio
1.46%
Previous 1.35%
Shares
30 transactions
Others Institutions Holding FNDA
# of Institutions
466Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$6.01 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$78.3 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$62.3 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$60.1 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$55.2 Million0.01% of portfolio