Relaxing Retirement Coach Schwab Fundamental U S Small C Transaction History
Relaxing Retirement Coach
- $320 Million
- Q2 2023
A detailed history of Relaxing Retirement Coach transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Relaxing Retirement Coach holds 4,289 shares of FNDA stock, worth $127,040. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,289
Previous 4,540
5.53%
Holding current value
$127,040
Previous $220,000
1.82%
% of portfolio
0.07%
Previous 0.08%
Shares
22 transactions
Others Institutions Holding FNDA
# of Institutions
428Shares Held
122MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA98.8MShares$2.93 Billion1.14% of portfolio
-
Waddell & Associates, LLC1.28MShares$38 Million9.38% of portfolio
-
Clarius Group, LLC Seattle, WA1.04MShares$30.7 Million4.41% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA1MShares$29.7 Million3.12% of portfolio
-
Ubs Group Ag921KShares$27.3 Million0.01% of portfolio