Symphony Financial, Ltd. Co. Schwab Fundamental U S Small C Transaction History
Symphony Financial, Ltd. Co.
- $19.7 Billion
- Q2 2025
A detailed history of Symphony Financial, Ltd. Co. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 262,778 shares of FNDA stock, worth $7.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
262,778
Previous 18,344
1332.5%
Holding current value
$7.7 Million
Previous $502,000
1399.6%
% of portfolio
0.04%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding FNDA
# of Institutions
459Shares Held
227MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA181MShares$5.3 Billion0.93% of portfolio
-
Waddell & Associates, LLC2.69MShares$78.9 Million8.31% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$59.8 Million2.8% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$54.4 Million3.18% of portfolio
-
Prairiewood Capital, LLC1.76MShares$51.5 Million18.75% of portfolio