Rossby Financial, Lcc Schwab Fundamental U S Small C Transaction History

Rossby Financial, Lcc

$237 Billion
Q1 2025

A detailed history of Rossby Financial, Lcc transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Rossby Financial, Lcc holds 61 shares of FNDA stock, worth $1,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,601

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$26.87 - $30.99 $1,639 - $1,890	61 New	61 $1.6 Million

Others Institutions Holding FNDA

# of Institutions

457

Shares Held

245M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.23 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$68.2 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$54.8 Million
2.97% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$49.4 Million
3.32% of portfolio
Ubs Group Ag

1.83M
Shares

$48.1 Million
0.01% of portfolio

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About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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