Nicholson Meyer Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Nicholson Meyer Capital Management, Inc.
- $118 Billion
- Q2 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 415,763 shares of FNDX stock, worth $10.5 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
415,763
Previous 397,878
4.5%
Holding current value
$10.5 Million
Previous $9.39 Billion
8.61%
% of portfolio
8.64%
Previous 8.64%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio