Horan Wealth, LLC Schwab Fundamental U S Small C Transaction History
Horan Wealth, LLC
- $635 Billion
- Q3 2025
A detailed history of Horan Wealth, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Horan Wealth, LLC holds 281,251 shares of FNDA stock, worth $8.54 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
281,251
Previous 266,374
5.59%
Holding current value
$8.54 Million
Previous $7.63 Billion
14.84%
% of portfolio
1.38%
Previous 2.34%
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