Fairway Wealth LLC Schwab Fundamental U S Small C Transaction History

Fairway Wealth LLC

$271 Billion
Q1 2025

A detailed history of Fairway Wealth LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Fairway Wealth LLC holds 2,636 shares of FNDA stock, worth $69,590. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,636

Holding current value

$69,590

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$26.87 - $30.99 $70,829 - $81,689	2,636 New	2,636 $72.2 Million

Others Institutions Holding FNDA

# of Institutions

460

Shares Held

245M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.26 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$68.5 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$55.1 Million
2.97% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$49.7 Million
3.32% of portfolio
Ubs Group Ag

1.83M
Shares

$48.3 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

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