Entrewealth, LLC Schwab Fundamental U S Small C Transaction History
Entrewealth, LLC
- $145 Billion
- Q2 2025
A detailed history of Entrewealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Entrewealth, LLC holds 11,816 shares of FNDA stock, worth $369,013. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,816
Previous 21,594
45.28%
Holding current value
$369,013
Previous $591 Million
42.76%
% of portfolio
0.23%
Previous 0.45%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio