Harbor Asset Planning, Inc. Schwab Fundamental U S Large C Transaction History
Harbor Asset Planning, Inc.
- $105 Billion
- Q2 2025
A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 74,893 shares of FNDX stock, worth $1.85 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
74,893Holding current value
$1.85 Million% of portfolio
1.75%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
703Shares Held
597MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.61 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$383 Million0.94% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$211 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$204 Million11.31% of portfolio
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Signature Estate & Investment Advisors LLC7.82MShares$193 Million4.55% of portfolio