Strategic Financial Concepts, LLC Schwab Fundamental U S Large C Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
715Shares Held
617MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
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Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio