Pinney & Scofield, Inc. Schwab Fundamental U S Large C Transaction History

Pinney & Scofield, Inc.

$132 Billion
Q4 2024

A detailed history of Pinney & Scofield, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pinney & Scofield, Inc. holds 1,395 shares of FNDX stock, worth $34,247. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,395

Holding current value

$34,247

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$23.49 - $71.77 $32,768 - $100,119	1,395 New	1,395 $33 Million

Others Institutions Holding FNDX

# of Institutions

658

Shares Held

578M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.65 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$367 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$255 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$224 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$147 Million
7.37% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Pinney & Scofield, Inc. Schwab Fundamental U S Large C Transaction History