Bcs Wealth Management Schwab Fundamental U S Large C Transaction History
Bcs Wealth Management
- $389 Million
- Q1 2025
A detailed history of Bcs Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bcs Wealth Management holds 107,116 shares of FNDX stock, worth $2.65 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
107,116
Previous 97,938
9.37%
Holding current value
$2.65 Million
Previous $2.32 Million
9.06%
% of portfolio
0.65%
Previous 0.58%
Shares
18 transactions
Others Institutions Holding FNDX
# of Institutions
697Shares Held
591MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.64 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$385 Million0.94% of portfolio
-
Mc Adam, LLC8.09MShares$200 Million11.96% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.42MShares$184 Million4.69% of portfolio