Harbor Asset Planning, Inc. Schwab Fundamental U S Small C Transaction History
Harbor Asset Planning, Inc.
- $112 Billion
- Q3 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 31,700 shares of FNDA stock, worth $962,729. This represents 0.88% of its overall portfolio holdings.
Number of Shares
31,700
Previous 31,592
0.34%
Holding current value
$962,729
Previous $905 Million
9.13%
% of portfolio
0.88%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
501Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.92MShares$58.3 Million3.64% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio