Castleview Partners, LLC Schwab Fundamental U S Small C Transaction History

Castleview Partners, LLC

$111 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$29.26 - $59.11 $10,445 - $21,102	357 Added 100.0%	714 $21,000
Q3 2024 Oct 21, 2024	BUY	$54.26 - $60.01 $19,370 - $21,423	357 New	357 $21,000

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.53 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$72.8 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$57.6 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$52.4 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$52 Million
3.32% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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