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 $18,235. This represents 0.01% of its overall portfolio holdings.
Number of Shares
580Holding current value
$18,235% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.68 Billion0.93% of portfolio
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Waddell & Associates, LLC2.69MShares$84.6 Million8.31% of portfolio
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Steele Capital Management, Inc. Dubuque, IA2.04MShares$64.1 Million2.8% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$58.3 Million3.18% of portfolio
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Prairiewood Capital, LLC1.76MShares$55.2 Million18.75% of portfolio