Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Mid Atlantic Capital Management, Inc.
- $147 Billion
- Q3 2025
A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 50,865 shares of FNDX stock, worth $1.35 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
50,865
Previous 52,401
2.93%
Holding current value
$1.35 Million
Previous $1.29 Billion
4.03%
% of portfolio
0.91%
Previous 0.91%
Shares
8 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall 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
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio