Coastwise Capital Group, LLC Schwab Fundamental U S Small C Transaction History
Coastwise Capital Group, LLC
- $118 Million
- Q1 2025
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 9,617 shares of FNDA stock, worth $252,542. This represents 0.22% of its overall portfolio holdings.
Number of Shares
9,617
Previous 9,599
0.19%
Holding current value
$252,542
Previous $285,000
7.72%
% of portfolio
0.22%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
246MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.23 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$68.2 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$54.8 Million2.97% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$49.4 Million3.32% of portfolio
-
Ubs Group Ag1.83MShares$48.1 Million0.01% of portfolio