Capital Advisors Inc Schwab Fundamental U S Small C Transaction History

Capital Advisors Inc

$4.61 Billion
Q1 2024

A detailed history of Capital Advisors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Capital Advisors Inc holds 4,839 shares of FNDA stock, worth $262,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,839

Holding current value

$262,709

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	BUY	$52.35 - $57.03 $253,321 - $275,968	4,839 New	4,839 $275,000

Others Institutions Holding FNDA

# of Institutions

386

Shares Held

120M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

96M
Shares

$5.21 Billion
7.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.95M
Shares

$160 Million
3.77% of portfolio
Waddell & Associates, LLC

1.23M
Shares

$66.8 Million
9.56% of portfolio
Clarius Group, LLC Seattle, WA

1.07M
Shares

$57.9 Million
4.27% of portfolio
Steele Capital Management, Inc. Dubuque, IA

942K
Shares

$51.1 Million
3.09% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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Capital Advisors Inc Schwab Fundamental U S Small C Transaction History