Horan Wealth, LLC Schwab Fundamental U S Small C Transaction History

Horan Wealth, LLC

$327 Billion
Q2 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 266,374 shares of FNDA stock, worth $7.81 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

266,374

Holding current value

$7.81 Million

% of portfolio

2.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 06, 2025	BUY	$23.85 - $28.69 $6.35 Million - $7.64 Million	266,374 New	266,374 $7.63 Billion

Others Institutions Holding FNDA

# of Institutions

459

Shares Held

227M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.3 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$78.9 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$59.8 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$54.4 Million
3.18% of portfolio
Prairiewood Capital, LLC

1.76M
Shares

$51.5 Million
18.75% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

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