Carnegie Capital Asset Management, LLC Schwab Fundamental U S Large C Transaction History
Carnegie Capital Asset Management, LLC
- $3.38 Billion
- Q4 2024
A detailed history of Carnegie Capital Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 32,968 shares of FNDX stock, worth $817,936. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,968
Previous 9,936
231.8%
Holding current value
$817,936
Previous $713,000
9.4%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
644Shares Held
546MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.75 Billion1.77% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$258 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$226 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$148 Million7.37% of portfolio
-
Northwest Bancshares, Inc. Warren, PA5.91MShares$147 Million26.0% of portfolio