Sym Financial Corp Schwab Fundamental U S Small C Transaction History

Sym Financial Corp

$745 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$46.06 - $50.45 $1,566 - $1,715	34 New	34 $1,000

Others Institutions Holding FNDA

# of Institutions

425

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$3.04 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$39.5 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$31.9 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$30.8 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$28.3 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
Industry ETFs

More about FNDA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.