Richardson Capital Management LLC Schwab Fundamental U S Large C Transaction History
Richardson Capital Management LLC
- $210 Billion
- Q3 2025
A detailed history of Richardson Capital Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Richardson Capital Management LLC holds 872,104 shares of FNDX stock, worth $23.1 Million. This represents 10.9% of its overall portfolio holdings.
Number of Shares
872,104
Previous 213
409338.5%
Holding current value
$23.1 Million
Previous $5.22 Million
438957.03%
% of portfolio
10.9%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
753Shares Held
630MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.8 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$232 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$232 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio