Cambridge Investment Research Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Cambridge Investment Research Advisors, Inc.
- $29.6 Billion
- Q1 2025
A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 1,715,830 shares of FNDX stock, worth $39.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,715,830
Previous 1,815,787
5.5%
Holding current value
$39.2 Million
Previous $43 Million
5.78%
% of portfolio
0.14%
Previous 0.14%
Shares
33 transactions
Others Institutions Holding FNDX
# of Institutions
682Shares Held
584MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$8.88 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$341 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$237 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$208 Million11.9% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN6.27MShares$143 Million46.8% of portfolio