Hc Advisors, LLC Schwab Fundamental U S Large C Transaction History

Hc Advisors, LLC

$133 Million
Q2 2025

A detailed history of Hc Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hc Advisors, LLC holds 8,304 shares of FNDX stock, worth $220,222. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,304

Holding current value

$220,222

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$20.84 - $24.54 $173,055 - $203,780	8,304 New	8,304 $203,000

Others Institutions Holding FNDX

# of Institutions

727

Shares Held

620M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.7 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$432 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$226 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$219 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$215 Million
0.05% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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