Center For Financial Planning, Inc. Schwab Fundamental U S Small C Transaction History

Center For Financial Planning, Inc.

$869 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$26.87 - $30.99 $1,880 - $2,169	70 New	70 $1,000
Q1 2022 May 03, 2022	BUY	$50.55 - $56.5 $252 - $282	5 New	5 $0

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.65 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$84 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$63.7 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$58 Million
3.18% of portfolio
Prairiewood Capital, LLC

1.76M
Shares

$54.8 Million
18.75% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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