Midwest Trust CO Schwab Fundamental U S Large C Transaction History
Midwest Trust CO
- $7.68 Trillion
- Q3 2025
A detailed history of Midwest Trust CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Midwest Trust CO holds 19,168 shares of FNDX stock, worth $509,293. This represents 0.01% of its overall portfolio holdings.
Number of Shares
19,168
Previous 21,625
11.36%
Holding current value
$509,293
Previous $531 Million
5.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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
-
Captrust Financial Advisors Raleigh, NC16.3MShares$433 Million0.93% 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