Bryn Mawr Trust CO Schwab Fundamental U S Large C Transaction History
Bryn Mawr Trust CO
- $5.88 Billion
- Q3 2025
A detailed history of Bryn Mawr Trust CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bryn Mawr Trust CO holds 319,653 shares of FNDX stock, worth $8.33 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
319,653
Previous 297,986
7.27%
Holding current value
$8.33 Million
Previous $7.31 Million
14.96%
% of portfolio
0.14%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
740Shares Held
623MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$228 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio