Ethos Financial Group, LLC Schwab Fundamental U S Small C Transaction History
Ethos Financial Group, LLC
- $1.01 Billion
- Q2 2025
A detailed history of Ethos Financial Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ethos Financial Group, LLC holds 58,061 shares of FNDA stock, worth $1.82 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
58,061
Previous 55,081
5.41%
Holding current value
$1.82 Million
Previous $1.51 Million
10.28%
% of portfolio
0.17%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.68 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84.5 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$64.1 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58.3 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$55.2 Million18.75% of portfolio