Steele Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Steele Capital Management, Inc.
- $2.25 Trillion
- Q3 2025
A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 6,050,396 shares of FNDX stock, worth $161 Million. This represents 7.06% of its overall portfolio holdings.
Number of Shares
6,050,396
Previous 6,060,172
0.16%
Holding current value
$161 Million
Previous $149 Billion
7.0%
% of portfolio
7.06%
Previous 7.14%
Shares
8 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
629MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$433 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio