Sym Financial Corp Schwab Fundamental U S Small C Transaction History

Sym Financial Corp

$886 Million
Q2 2025

A detailed history of Sym Financial Corp transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Sym Financial Corp holds 1,268 shares of FNDA stock, worth $39,853. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,268

Holding current value

$39,853

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 01, 2025	BUY	$23.85 - $28.69 $30,241 - $36,378	1,268 New	1,268 $36,000
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

464

Shares Held

228M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

181M
Shares

$5.68 Billion
0.93% of portfolio
Waddell & Associates, LLC

2.69M
Shares

$84.5 Million
8.31% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$64.1 Million
2.8% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$58.3 Million
3.18% of portfolio
Prairiewood Capital, LLC

1.76M
Shares

$55.2 Million
18.75% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
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