Nicholson Meyer Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Nicholson Meyer Capital Management, Inc.
- $130 Billion
- Q3 2025
A detailed history of Nicholson Meyer Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nicholson Meyer Capital Management, Inc. holds 413,555 shares of FNDX stock, worth $11 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
413,555
Previous 415,763
0.53%
Holding current value
$11 Million
Previous $10.2 Billion
6.6%
% of portfolio
8.36%
Previous 8.64%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares 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