Team Financial Group, LLC Schwab Fundamental U S Large C Transaction History
Team Financial Group, LLC
- $216 Billion
- Q3 2025
A detailed history of Team Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 2,970 shares of FNDX stock, worth $78,912. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,970
Previous 2,958
0.41%
Holding current value
$78,912
Previous $72.6 Million
7.62%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% 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