Mc Grath & Associates, Inc. Schwab Fundamental U S Small C Transaction History
Mc Grath & Associates, Inc.
- $54.8 Billion
- Q1 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 88,618 shares of FNDA stock, worth $2.42 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
88,618
Previous 90,307
1.87%
Holding current value
$2.42 Million
Previous $2.68 Billion
9.5%
% of portfolio
4.43%
Previous 5.41%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
472Shares Held
246MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA199MShares$5.45 Billion1.12% of portfolio
-
Waddell & Associates, LLC2.6MShares$71 Million7.92% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.06MShares$56.4 Million3.19% of portfolio
-
Clarius Group, LLC Seattle, WA1.99MShares$54.5 Million4.12% of portfolio
-
Ubs Group Ag1.83MShares$50.1 Million0.01% of portfolio