Mark Sheptoff Financial Planning, LLC Schwab Fundamental U S Large C Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 518 shares of FNDX stock, worth $13,763. This represents 0.01% of its overall portfolio holdings.
Number of Shares
518Holding current value
$13,763% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
629MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
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Captrust Financial Advisors Raleigh, NC16.3MShares$433 Million0.93% of portfolio
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Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
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Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
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Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio