Charles Schwab Investment Management Inc Schwab Fundamental U S Large C Transaction History
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 389,342,451 shares of FNDX stock, worth $9.61 Billion. This represents 1.76% of its overall portfolio holdings.
Number of Shares
389,342,451
Previous 393,150,463
0.97%
Holding current value
$9.61 Billion
Previous $9.31 Billion
1.26%
% of portfolio
1.76%
Previous 1.77%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
597MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.5MShares$383 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$211 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$204 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$193 Million4.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$192 Million0.05% of portfolio