Riverchase Wealth Management, LLC Schwab Fundamental U S Large C Transaction History
Riverchase Wealth Management, LLC
- $158 Billion
- Q2 2025
A detailed history of Riverchase Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Riverchase Wealth Management, LLC holds 86,052 shares of FNDX stock, worth $2.12 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
86,052
Previous 93,339
7.81%
Holding current value
$2.12 Million
Previous $2.2 Billion
4.18%
% of portfolio
1.34%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
707Shares Held
597MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.61 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$383 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$211 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$204 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$193 Million4.55% of portfolio