Eagle Strategies LLC Schwab Fundamental U S Large C Transaction History
Eagle Strategies LLC
- $650 Million
- Q2 2025
A detailed history of Eagle Strategies LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Eagle Strategies LLC holds 584,927 shares of FNDX stock, worth $14.6 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
584,927
Previous 541,118
8.1%
Holding current value
$14.6 Million
Previous $12.8 Million
12.36%
% of portfolio
2.21%
Previous 2.23%
Shares
11 transactions
Others Institutions Holding FNDX
# of Institutions
700Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.69 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$386 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$212 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio