Sand Hill Global Advisors, LLC Schwab Fundamental U S Small C Transaction History
Sand Hill Global Advisors, LLC
- $2.42 Billion
- Q1 2025
A detailed history of Sand Hill Global Advisors, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sand Hill Global Advisors, LLC holds 7,559 shares of FNDA stock, worth $213,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,559
Previous 7,559
-0.0%
Holding current value
$213,919
Previous $224,000
7.59%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.67 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$74.6 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$59 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$53.7 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$53.3 Million3.32% of portfolio