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

476

Shares Held

227M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.52 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$82.1 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1.97M
Shares

$60 Million
2.72% of portfolio
Clarius Group, LLC Seattle, WA

1.92M
Shares

$58.6 Million
3.64% of portfolio
Prairiewood Capital, LLC

1.83M
Shares

$55.9 Million
18.97% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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