Zions Bancorporation, N.A. Schwab Fundamental U S Small C Transaction History

Zions Bancorporation, N.A.

$1.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$44.28 - $53.81 $14,878 - $18,080	-336 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$50.55 - $56.5 $16,984 - $18,984	336 New	336 $18,000

Others Institutions Holding FNDA

# of Institutions

428

Shares Held

122M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

98.8M
Shares

$2.94 Billion
1.14% of portfolio
Waddell & Associates, LLC

1.28M
Shares

$38.2 Million
9.38% of portfolio
Clarius Group, LLC Seattle, WA

1.04M
Shares

$30.9 Million
4.41% of portfolio
Steele Capital Management, Inc. Dubuque, IA

1M
Shares

$29.9 Million
3.12% of portfolio
Ubs Group Ag

921K
Shares

$27.4 Million
0.01% of portfolio

About SCHWAB FUNDAMENTAL U S SMALL C

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