Fiduciary Alliance LLC Schwab Fundamental U S Small C Transaction History

Fiduciary Alliance LLC

$754 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$46.06 - $50.45 $7,830 - $8,576	170 New	170 $8.58 Million
Q4 2022 Jan 19, 2023	BUY	$43.53 - $50.11 $7,400 - $8,518	170 New	170 $7.94 Million

Others Institutions Holding FNDA

# of Institutions

425

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.04 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$39.5 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.9 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$30.8 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$28.3 Million
0.01% 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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.