Family Firm, Inc. Schwab Fundamental U S Small C Transaction History

Family Firm, Inc.

$413 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 05, 2019	SELL	N/A	-5,677 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	N/A	14 Added 0.25%	5,677 $231,000
Q2 2018 Aug 03, 2018	BUY	N/A	5,663 New	5,663 $226,000

Others Institutions Holding FNDA

# of Institutions

384

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

96M
Shares

$5.24 Billion
7.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.95M
Shares

$161 Million
3.77% of portfolio
Waddell & Associates, LLC

1.23M
Shares

$67.2 Million
9.56% of portfolio
Clarius Group, LLC Seattle, WA

1.07M
Shares

$58.3 Million
4.27% of portfolio
Steele Capital Management, Inc. Dubuque, IA

942K
Shares

$51.5 Million
3.09% 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 Family Firm, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Family Firm, Inc. with notifications on news.