Sebold Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Sebold Capital Management, Inc.
- $148 Billion
- Q1 2024
A detailed history of Sebold Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 59,348 shares of FNDX stock, worth $3.99 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
59,348
Previous 60,848
2.47%
Holding current value
$3.99 Million
Previous $3.77 Billion
6.12%
% of portfolio
2.7%
Previous 2.78%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
517Shares Held
183MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA128MShares$8.59 Billion11.85% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.02MShares$203 Million0.68% of portfolio
-
Signature Estate & Investment Advisors LLC2.66MShares$179 Million5.07% of portfolio
-
Mc Adam, LLC2.58MShares$174 Million11.27% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.51MShares$168 Million0.05% of portfolio