Breakwater Capital Group Schwab Fundamental U S Large C Transaction History
Breakwater Capital Group
- $561 Billion
- Q1 2025
A detailed history of Breakwater Capital Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Breakwater Capital Group holds 66,348 shares of FNDX stock, worth $1.51 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
66,348
Previous 21,397
210.08%
Holding current value
$1.51 Million
Previous $507 Million
209.16%
% of portfolio
0.28%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
677Shares Held
580MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.97 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA6.05MShares$138 Million7.44% of portfolio