Creekside Partners Schwab Fundamental U S Large C Transaction History
Creekside Partners
- $211 Billion
- Q2 2025
A detailed history of Creekside Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creekside Partners holds 11,202 shares of FNDX stock, worth $296,292. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,202
Previous 11,202
-0.0%
Holding current value
$296,292
Previous $264 Million
3.94%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio