Rosenberg Matthew Hamilton Schwab Fundamental U S Small C Transaction History

Rosenberg Matthew Hamilton

$396 Million
Q1 2025

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$26.87 - $30.99 $0 - $0	0 New	0 $0
Q3 2021 Oct 12, 2021	BUY	$50.41 - $54.9 $3,931 - $4,282	78 New	78 $4,000

Others Institutions Holding FNDA

# of Institutions

455

Shares Held

247M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.53 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$72.8 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$57.6 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$52.4 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$52 Million
3.32% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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