Trilogy Capital Inc. Schwab Fundamental U S Small C Put Options Transaction History

Trilogy Capital Inc.

$2.04 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDA

# of Institutions

456

Shares Held

248M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.98 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$78.7 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.04M
Shares

$60.9 Million
2.8% of portfolio
Ubs Group Ag

1.9M
Shares

$56.6 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.86M
Shares

$55.4 Million
3.18% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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