Richards, Merrill & Peterson, Inc. Schwab Fundamental U S Large C Transaction History
Richards, Merrill & Peterson, Inc.
- $210 Billion
- Q2 2025
A detailed history of Richards, Merrill & Peterson, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Richards, Merrill & Peterson, Inc. holds 1,281 shares of FNDX stock, worth $33,382. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,281
Previous 1,281
-0.0%
Holding current value
$33,382
Previous $30.2 Million
3.94%
% of portfolio
0.01%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
725Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.5 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$425 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$223 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio