Steele Capital Management, Inc. Schwab Fundamental U S Small C Transaction History
Steele Capital Management, Inc.
- $1.74 Trillion
- Q1 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 942,090 shares of FNDA stock, worth $51.4 Million. This represents 3.09% of its overall portfolio holdings.
Number of Shares
942,090
Previous 909,455
3.59%
Holding current value
$51.4 Million
Previous $50.3 Billion
6.73%
% of portfolio
3.09%
Previous 3.28%
Shares
2 transactions
Others Institutions Holding FNDA
# of Institutions
384Shares Held
120MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA96MShares$5.23 Billion7.52% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA2.95MShares$161 Million3.77% of portfolio
-
Waddell & Associates, LLC1.23MShares$67.1 Million9.56% of portfolio
-
Clarius Group, LLC Seattle, WA1.07MShares$58.1 Million4.27% of portfolio
-
Morgan Stanley New York, NY924KShares$50.4 Million0.0% of portfolio