Pinnacle Wealth Planning Services, Inc. Schwab Fundamental U S Small C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 34,534 shares of FNDA stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
34,534Holding current value
$1.07 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.6 Billion0.93% of portfolio
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Waddell & Associates, LLC2.69MShares$83.3 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.2 Million2.8% of portfolio
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Clarius Group, LLC Seattle, WA1.86MShares$57.5 Million3.18% of portfolio
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Prairiewood Capital, LLC1.76MShares$54.4 Million18.75% of portfolio