Slate Stone Wealth, LLC Schwab Fundamental U S Small C Transaction History

Slate Stone Wealth, LLC

$1.02 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 29, 2020	SELL	$23.69 - $35.9 $514,736 - $780,035	-21,728 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$22.56 - $40.75 $490,183 - $885,416	21,728 New	21,728 $562,000

Others Institutions Holding FNDA

# of Institutions

466

Shares Held

245M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

199M
Shares

$6.01 Billion
1.12% of portfolio
Waddell & Associates, LLC

2.6M
Shares

$78.3 Million
7.92% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.06M
Shares

$62.3 Million
3.19% of portfolio
Clarius Group, LLC Seattle, WA

1.99M
Shares

$60.1 Million
4.12% of portfolio
Ubs Group Ag

1.83M
Shares

$55.2 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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