Sharkey, Howes & Javer Schwab Fundamental U S Small C Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 26, 2018	SELL	N/A	-162 Closed	0 $0
Q4 2017 Feb 15, 2018	BUY	N/A	137 Added 548.0%	162 $6,000
Q4 2017 Feb 14, 2018	BUY	N/A	25	25 $1,000

Others Institutions Holding FNDA

# of Institutions

472

Shares Held

245M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$5.55 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$72.4 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$57.5 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$55.6 Million
4.12% of portfolio
Ubs Group Ag

1.83M
Shares

$51 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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