Smith, Salley & Associates Schwab Fundamental U S Small C Call Options Transaction History

Smith, Salley & Associates

$1.25 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

385

Shares Held

120M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

96M
Shares

$5.57 Billion
7.52% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.95M
Shares

$171 Million
3.77% of portfolio
Waddell & Associates, LLC

1.23M
Shares

$71.4 Million
9.56% of portfolio
Clarius Group, LLC Seattle, WA

1.05M
Shares

$60.7 Million
4.14% of portfolio
Steele Capital Management, Inc. Dubuque, IA

976K
Shares

$56.6 Million
3.0% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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