Firestone Capital Management Schwab Fundamental U S Small C Transaction History

Firestone Capital Management

$355 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	N/A	-726 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	N/A	697 Added 2403.45%	726 $29,000
Q4 2019 Feb 10, 2020	BUY	N/A	29 New	29 $29,000

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

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