Roof Eidam & Maycock Schwab Fundamental U S Large C Transaction History
Roof Eidam & Maycock
- $398 Million
- Q2 2025
A detailed history of Roof Eidam & Maycock transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roof Eidam & Maycock holds 108,119 shares of FNDX stock, worth $2.7 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
108,119
Previous 111,486
3.02%
Holding current value
$2.7 Million
Previous $2.63 Million
0.8%
% of portfolio
0.67%
Previous 0.71%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
698Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.73 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$388 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$207 Million11.31% of portfolio
-
Signature Estate & Investment Advisors LLC7.82MShares$196 Million4.55% of portfolio