Caprock Group, Inc. Schwab Fundamental U S Small C Transaction History
Caprock Group, Inc.
- $3 Billion
- Q4 2024
A detailed history of Caprock Group, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Caprock Group, Inc. holds 11,676 shares of FNDA stock, worth $306,611. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,676
Previous 11,540
1.18%
Holding current value
$306,611
Previous $687,000
49.64%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
461Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.26 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$69.2 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$54.8 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$49.9 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$49.4 Million3.32% of portfolio