Trust Point Inc. Schwab Fundamental U S Small C Transaction History

Trust Point Inc.

$1.06 Trillion
Q2 2025

A detailed history of Trust Point Inc. transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Trust Point Inc. holds 9,880 shares of FNDA stock, worth $289,484. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,880

Holding current value

$289,484

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 10, 2025	BUY	$23.85 - $28.69 $235,638 - $283,457	9,880 New	9,880 $283 Million

Others Institutions Holding FNDA

# of Institutions

456

Shares Held

247M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

200M
Shares

$5.87 Billion
1.05% of portfolio
Waddell & Associates, LLC

2.64M
Shares

$77.2 Million
9.69% of portfolio
Steele Capital Management, Inc. Dubuque, IA

2.09M
Shares

$61.1 Million
2.97% of portfolio
Ubs Group Ag

1.9M
Shares

$55.6 Million
0.01% of portfolio
Clarius Group, LLC Seattle, WA

1.88M
Shares

$55.2 Million
3.32% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S SMALL C

Ticker FNDA
Sector ETFs
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