Charles Schwab Investment Management Inc Schwab Fundamental U S Large C Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 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 402,245,815 shares of FNDX stock, worth $10 Billion. This represents 1.77% of its overall portfolio holdings.
Number of Shares
402,245,815
Previous 389,342,451
3.31%
Holding current value
$10 Billion
Previous $9.19 Billion
7.38%
% of portfolio
1.77%
Previous 1.76%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
723Shares Held
619MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC16.3MShares$406 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$202 Million0.05% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio