Ima Wealth, Inc. Schwab Fundamental U S Small C Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Ima Wealth, Inc. holds 542 shares of FNDA stock, worth $16,709. This represents 0.0% of its overall portfolio holdings.

Number of Shares

542

Holding current value

$16,709

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$23.85 - $28.69 $12,926 - $15,549	542 New	542 $15,000

Others Institutions Holding FNDA

# of Institutions

464

Shares Held

228M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.57 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$82.9 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$62.9 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.92M
Shares

$59.2 Million
3.64% of portfolio
Prairiewood Capital, LLC

1.83M
Shares

$56.5 Million
18.97% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account