Bearing Point Capital, LLC Schwab Fundamental U S Large C Transaction History
Bearing Point Capital, LLC
- $470 Billion
- Q1 2025
A detailed history of Bearing Point Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bearing Point Capital, LLC holds 73,446 shares of FNDX stock, worth $1.68 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
73,446
Previous 73,446
-0.0%
Holding current value
$1.68 Million
Previous $1.74 Billion
0.3%
% of portfolio
0.37%
Previous 0.36%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
682Shares Held
590MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$354 Million0.94% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$177 Million0.05% of portfolio