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 $992,936. This represents 0.86% of its overall portfolio holdings.
Number of Shares
31,592Holding current value
$992,936% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.68 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84.5 Million8.31% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.04MShares$64.1 Million2.8% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$58.3 Million3.18% of portfolio
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Prairiewood Capital, LLC1.76MShares$55.2 Million18.75% of portfolio