Charles Schwab Investment Management Inc Schwab Fundamental U S Large C Transaction History
Charles Schwab Investment Management Inc
- $515 Billion
- Q3 2024
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 130,624,355 shares of FNDX stock, worth $3.16 Billion. This represents 1.82% of its overall portfolio holdings.
Number of Shares
130,624,355
Previous 130,306,774
0.24%
Holding current value
$3.16 Billion
Previous $8.73 Billion
7.4%
% of portfolio
1.82%
Previous 1.68%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
597Shares Held
204MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC4.64MShares$112 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$77.3 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$70.5 Million11.84% of portfolio
-
Charles Schwab Trust CO2.71MShares$65.5 Million5.63% of portfolio
-
Gemmer Asset Management LLC2.47MShares$59.8 Million5.96% of portfolio