Sound Stewardship, LLC Schwab Fundamental U S Small C Transaction History
Sound Stewardship, LLC
- $194 Billion
- Q2 2025
A detailed history of Sound Stewardship, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sound Stewardship, LLC holds 293,443 shares of FNDA stock, worth $9.16 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
293,443
Previous 272,702
7.61%
Holding current value
$9.16 Million
Previous $7.47 Billion
12.56%
% of portfolio
4.34%
Previous 4.26%
Shares
11 transactions
Others Institutions Holding FNDA
# of Institutions
464Shares Held
228MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.65 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$84 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$63.7 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$58 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$54.8 Million18.75% of portfolio