Cary Street Partners Investment Advisory LLC Schwab Fundamental U S Small C Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$47.76 - $53.58 $7,164 - $8,037	150 New	150 $7,000

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

$2.98 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.7 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.3 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$30.2 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.8 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

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