Fundamentun, LLC Schwab Strategic Tr Us Small C Transaction History

Fundamentun, LLC

$1.73 Billion
Q1 2025

A detailed history of Fundamentun, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Fundamentun, LLC holds 11,768 shares of SCHA stock, worth $268,663. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,768

Holding current value

$268,663

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$23.16 - $27.04 $272,546 - $318,206	11,768 New	11,768 $275,000

Others Institutions Holding SCHA

# of Institutions

1,265

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.06 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$578 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$314 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$240 Million
2.07% of portfolio
Horizon Financial Services, LLC

5.91M
Shares

$135 Million
5.83% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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