Whittier Trust CO Schwab Fundamental U S Small C Transaction History
Whittier Trust CO
- $7.06 Billion
- Q1 2025
A detailed history of Whittier Trust CO transactions in Schwab Fundamental U S Small C stock. As of the latest transaction made, Whittier Trust CO holds 8,720 shares of FNDA stock, worth $240,759. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,720
Previous 8,703
0.2%
Holding current value
$240,759
Previous $258,000
7.75%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding FNDA
# of Institutions
455Shares Held
247MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA200MShares$5.53 Billion1.05% of portfolio
-
Waddell & Associates, LLC2.64MShares$72.8 Million9.69% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA2.09MShares$57.6 Million2.97% of portfolio
-
Ubs Group Ag1.9MShares$52.4 Million0.01% of portfolio
-
Clarius Group, LLC Seattle, WA1.88MShares$52 Million3.32% of portfolio