Sage View Advisory Group, LLC Schwab Fundamental U S Small C Transaction History
Sage View Advisory Group, LLC
- $2.35 Trillion
- Q1 2025
A detailed history of Sage View Advisory Group, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 46,277 shares of FNDA stock, worth $1.28 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
46,277
Previous 48,223
4.04%
Holding current value
$1.28 Million
Previous $1.43 Billion
11.5%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio