Mark Sheptoff Financial Planning, LLC Schwab Fundamental U S Small C Put Options Transaction History

Mark Sheptoff Financial Planning, LLC

$180 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

480

Shares Held

227M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.52 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$82.1 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1.97M
Shares

$60 Million
2.72% of portfolio
Clarius Group, LLC Seattle, WA

1.92M
Shares

$58.6 Million
3.64% of portfolio
Prairiewood Capital, LLC

1.83M
Shares

$55.9 Million
18.97% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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