Coastwise Capital Group, LLC Schwab Fundamental U S Small C Transaction History
Coastwise Capital Group, LLC
- $106 Million
- Q1 2024
A detailed history of Coastwise Capital Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 4,153 shares of FNDA stock, worth $226,753. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,153Holding current value
$226,753% of portfolio
0.22%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
386Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.24 Billion7.52% of portfolio
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Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
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Waddell & Associates, LLC1.23MShares$67.2 Million9.56% of portfolio
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Clarius Group, LLC Seattle, WA1.07MShares$58.2 Million4.27% of portfolio
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Steele Capital Management, Inc. Dubuque, IA942KShares$51.4 Million3.09% of portfolio