Hbw Advisory Services LLC Schwab Fundamental U S Small C Transaction History
Hbw Advisory Services LLC
- $550 Million
- Q2 2024
A detailed history of Hbw Advisory Services LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Hbw Advisory Services LLC holds 27,128 shares of FNDA stock, worth $1.61 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
27,128Holding current value
$1.61 Million% of portfolio
0.27%Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
407Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA97.6MShares$5.8 Billion1.03% of portfolio
-
Waddell & Associates, LLC1.25MShares$74.5 Million9.12% of portfolio
-
Clarius Group, LLC Seattle, WA1.05MShares$62.2 Million4.14% of portfolio
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Steele Capital Management, Inc. Dubuque, IA976KShares$58 Million3.0% of portfolio
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Ameriprise Financial Inc Minneapolis, MN894KShares$53.1 Million0.01% of portfolio