Parallel Advisors, LLC Schwab Fundamental U S Small C Call Options Transaction History

Parallel Advisors, LLC

$4.87 Billion
Q2 2025

Call Options

1 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2021 Oct 22, 2021	BUY	$50.41 - $54.9 $3,528 - $3,843	70 New	70 $4,000

Others Institutions Holding FNDA

# of Institutions

457

Shares Held

248M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$6.01 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$79.1 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$61.2 Million
2.8% of portfolio
Ubs Group Ag

1.9M
Shares

$57 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$55.7 Million
3.18% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Parallel Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Parallel Advisors, LLC with notifications on news.