Hc Advisors, LLC Schwab Fundamental U S Large C Transaction History
Hc Advisors, LLC
- $135 Million
- Q3 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 $220,637. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,304
Previous 8,304
-0.0%
Holding current value
$220,637
Previous $203,000
7.39%
% of portfolio
0.16%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
785Shares Held
634MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Keybank National Association8.29MShares$220 Million0.81% of portfolio