Intelligent Financial Strategies Schwab Fundamental U S Small C Transaction History
Intelligent Financial Strategies
- $183 Million
- Q2 2025
A detailed history of Intelligent Financial Strategies transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Intelligent Financial Strategies holds 580 shares of FNDA stock, worth $17,023. This represents 0.01% of its overall portfolio holdings.
Number of Shares
580Holding current value
$17,023% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
460Shares Held
248MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.88 Billion1.05% of portfolio
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Waddell & Associates, LLC2.64MShares$77.4 Million9.69% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.04MShares$59.9 Million2.8% of portfolio
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Ubs Group Ag1.9MShares$55.7 Million0.01% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$54.5 Million3.18% of portfolio