Meristem Family Wealth, LLC Schwab Fundamental U S Small C Transaction History

Meristem Family Wealth, LLC

$0
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	N/A	-84,319 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	84,319 New	84,319 $4.44 Million

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

$57.9 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

Ticker FNDA
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