Marshall & Sullivan Inc Schwab Fundamental U S Small C Transaction History

Marshall & Sullivan Inc

$193 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 29, 2018	SELL	N/A	-26 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	N/A	26 New	26 $0

Others Institutions Holding FNDA

# of Institutions

386

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

96M
Shares

$5.21 Billion
7.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.95M
Shares

$160 Million
3.77% of portfolio
Waddell & Associates, LLC

1.23M
Shares

$66.8 Million
9.56% of portfolio
Clarius Group, LLC Seattle, WA

1.07M
Shares

$57.8 Million
4.27% of portfolio
Steele Capital Management, Inc. Dubuque, IA

942K
Shares

$51.1 Million
3.09% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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