Firestone Capital Management Schwab Fundamental U S Large C Transaction History
Firestone Capital Management
- $368 Million
- Q1 2025
A detailed history of Firestone Capital Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Firestone Capital Management holds 768,125 shares of FNDX stock, worth $19.3 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
768,125
Previous 748,908
2.57%
Holding current value
$19.3 Million
Previous $17.7 Million
2.26%
% of portfolio
4.93%
Previous 4.55%
Shares
22 transactions
Others Institutions Holding FNDX
# of Institutions
697Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio