Db Wealth Management Group, LLC Schwab Fundamental U S Small C Transaction History

Db Wealth Management Group, LLC

$169 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$50.53 - $56.06 $2,475 - $2,746	-49 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$42.36 - $53.44 $2,075 - $2,618	49 New	49 $2,000

Others Institutions Holding FNDA

# of Institutions

427

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.18 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$41.3 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$33.4 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$32.3 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$29.6 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.