Riverchase Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Riverchase Wealth Management, LLC
- $177 Billion
- Q3 2025
A detailed history of Riverchase Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Riverchase Wealth Management, LLC holds 86,052 shares of FNDX stock, worth $2.29 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
86,052
Previous 86,052
-0.0%
Holding current value
$2.29 Million
Previous $2.11 Billion
7.17%
% of portfolio
1.28%
Previous 1.34%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares 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