Hbw Advisory Services LLC Schwab Fundamental U S Small C Transaction History
Hbw Advisory Services LLC
- $622 Million
- Q3 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 27,747 shares of FNDA stock, worth $853,775. This represents 0.27% of its overall portfolio holdings.
Number of Shares
27,747
Previous 27,128
2.28%
Holding current value
$853,775
Previous $1.49 Million
10.95%
% of portfolio
0.27%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
425Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$3.04 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$39.5 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$31.9 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$30.8 Million3.12% of portfolio
-
Ubs Group Ag921KShares$28.3 Million0.01% of portfolio