Tempus Wealth Planning, LLC Schwab Fundamental U S Small C Transaction History
Tempus Wealth Planning, LLC
- $360 Million
- Q2 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 17,020 shares of FNDA stock, worth $499,026. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,020
Previous 15,817
7.61%
Holding current value
$499,026
Previous $433,000
12.47%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding FNDA
# of Institutions
463Shares Held
248MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.87 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$77.3 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.04MShares$59.8 Million2.8% of portfolio
-
Ubs Group Ag1.9MShares$55.7 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.86MShares$54.4 Million3.18% of portfolio