Mc Grath & Associates, Inc. Schwab Fundamental Intl Small Transaction History
Mc Grath & Associates, Inc.
- $61.4 Billion
- Q2 2025
A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental Intl Small stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 49,435 shares of FNDC stock, worth $2.21 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
49,435
Previous 54,361
9.06%
Holding current value
$2.21 Million
Previous $1.97 Billion
5.64%
% of portfolio
3.38%
Previous 3.59%
Shares
3 transactions
Others Institutions Holding FNDC
# of Institutions
277Shares Held
41.2MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA30.1MShares$1.35 Billion0.23% of portfolio
-
Victory Capital Management Inc1MShares$44.9 Million0.03% of portfolio
-
Exencial Wealth Advisors, LLC Oklahoma City, OK590KShares$26.5 Million0.9% of portfolio
-
Ghp Investment Advisors, Inc. Denver, CO582KShares$26.1 Million1.1% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN476KShares$21.3 Million3.48% of portfolio