Quaker Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Quaker Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Quaker Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 117 shares of FNDX stock, worth $2,913. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117
Previous 117
-0.0%
Holding current value
$2,913
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
715Shares Held
617MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$387 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$195 Million4.55% of portfolio