Pin Oak Investment Advisors Inc Schwab Fundamental U S Small C Transaction History
Pin Oak Investment Advisors Inc
- $125 Million
- Q3 2025
A detailed history of Pin Oak Investment Advisors Inc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pin Oak Investment Advisors Inc holds 1,580 shares of FNDA stock, worth $47,984. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,580
Previous 1,596
1.0%
Holding current value
$47,984
Previous $43,000
13.95%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
501Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA180MShares$5.47 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.78MShares$84.5 Million7.46% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1.97MShares$59.7 Million2.72% of portfolio
-
Clarius Group, LLC Seattle, WA1.92MShares$58.3 Million3.64% of portfolio
-
Prairiewood Capital, LLC1.83MShares$55.6 Million18.97% of portfolio