Charles Schwab Trust CO Schwab Fundamental U S Large C Transaction History
Charles Schwab Trust CO
- $1.07 Billion
- Q2 2024
A detailed history of Charles Schwab Trust CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Charles Schwab Trust CO holds 850,967 shares of FNDX stock, worth $59 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
850,967
Previous 851,197
0.03%
Holding current value
$59 Million
Previous $57.4 Million
0.64%
% of portfolio
5.35%
Previous 5.51%
Shares
20 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$9.03 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$300 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$191 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$187 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$145 Million23.99% of portfolio