Lowe Wealth Advisors, LLC Schwab Fundamental U S Small C Transaction History
Lowe Wealth Advisors, LLC
- $268 Million
- Q3 2025
A detailed history of Lowe Wealth Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 114 shares of FNDA stock, worth $3,515. This represents 0.0% of its overall portfolio holdings.
Number of Shares
114Holding current value
$3,515% of portfolio
0.0%Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
486Shares Held
229MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.58 Billion0.93% of portfolio
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Waddell & Associates, LLC2.69MShares$82.9 Million8.31% of portfolio
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Steele Capital Management, Inc. Dubuque, IA1.97MShares$60.6 Million2.72% of portfolio
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Clarius Group, LLC Seattle, WA1.92MShares$59.2 Million3.64% of portfolio
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Prairiewood Capital, LLC1.83MShares$56.5 Million18.97% of portfolio