Capital Advantage, Inc. Schwab Fundamental U S Large C Transaction History
Capital Advantage, Inc.
- $570 Million
- Q2 2025
A detailed history of Capital Advantage, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advantage, Inc. holds 85,068 shares of FNDX stock, worth $2.12 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
85,068
Previous 61,632
38.03%
Holding current value
$2.12 Million
Previous $1.44 Million
44.93%
% of portfolio
0.37%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
700Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$386 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$212 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio