Jaffetilchin Investment Partners, LLC Schwab Fundamental U S Small C Transaction History

Jaffetilchin Investment Partners, LLC

$1.35 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$54.26 - $60.01 $976 - $1,080	18 New	18 $1,000

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.75 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$75.6 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$59.9 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$54.5 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$54 Million
3.32% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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