Hbc Financial Services, Pllc Schwab Fundamental U S Small C Transaction History

Hbc Financial Services, Pllc

$163 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	$50.41 - $54.9 $705 - $768	-14 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$36.37 - $40.34 $509 - $564	14 New	14 $1,000

Others Institutions Holding FNDA

# of Institutions

460

Shares Held

245M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.26 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$68.5 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$55.1 Million
2.97% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$49.7 Million
3.32% of portfolio
Ubs Group Ag

1.83M
Shares

$48.3 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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