Cahill Financial Advisors Inc Schwab Fundamental U S Large C Transaction History
Cahill Financial Advisors Inc
- $841 Million
 - Q3 2025
 
A detailed history of Cahill Financial Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 644,408 shares of FNDX stock, worth $16.8 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
644,408
              Previous 658,466
              
        
           2.13%
        
      
          
        Holding current value
$16.8 Million
            Previous $16.2 Million
            
        
           4.88%
        
      
          
        % of portfolio
2.01%
            Previous 2.09%
          
        Shares
	  35 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