Heritage Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History
Heritage Wealth Management, Inc.
- $309 Billion
- Q2 2025
A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 26,277 shares of FNDX stock, worth $696,866. This represents 0.21% of its overall portfolio holdings.
Number of Shares
26,277Holding current value
$696,866% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.7 Billion1.77% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$219 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio