Hoey Investments, Inc Schwab Fundamental U S Large C Transaction History

Hoey Investments, Inc

$667 Million
Q2 2025

A detailed history of Hoey Investments, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hoey Investments, Inc holds 2,586 shares of FNDX stock, worth $66,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,586

Holding current value

$66,408

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$20.84 - $24.54 $53,892 - $63,460	2,586 New	2,586 $63,000

Others Institutions Holding FNDX

# of Institutions

726

Shares Held

620M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.3 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$419 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$219 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$212 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$208 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Hoey Investments, Inc Schwab Fundamental U S Large C Transaction History