Charles Schwab Investment Management Inc Schwab Fundamental U S Small C Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 180,780,879 shares of FNDA stock, worth $5.3 Billion. This represents 0.93% of its overall portfolio holdings.
Number of Shares
180,780,879
Previous 200,289,288
9.74%
Holding current value
$5.3 Billion
Previous $5.49 Billion
5.59%
% of portfolio
0.93%
Previous 1.05%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
463Shares Held
227MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC2.69MShares$78.9 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$59.8 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$54.4 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$51.5 Million18.75% of portfolio
-
Ubs Group Ag1.45MShares$42.5 Million0.01% of portfolio