Harbor Asset Planning, Inc. Schwab Fundamental U S Small C Transaction History
Harbor Asset Planning, Inc.
- $105 Billion
- Q2 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 31,592 shares of FNDA stock, worth $929,120. This represents 0.86% of its overall portfolio holdings.
Number of Shares
31,592Holding current value
$929,120% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
458Shares Held
248MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.89 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$77.5 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$60 Million2.8% of portfolio
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Ubs Group Ag1.9MShares$55.8 Million0.01% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$54.6 Million3.18% of portfolio