Schaper Benz & Wise Investment Counsel Inc Schwab Fundamental U S Large C Transaction History
Schaper Benz & Wise Investment Counsel Inc
- $1.26 Billion
- Q2 2025
A detailed history of Schaper Benz & Wise Investment Counsel Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Schaper Benz & Wise Investment Counsel Inc holds 15,305 shares of FNDX stock, worth $398,695. This represents 0.03% of its overall portfolio holdings.
Number of Shares
15,305
Previous 15,045
1.73%
Holding current value
$398,695
Previous $351,000
6.84%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
732Shares Held
620MCall 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, MN8.77MShares$229 Million32.39% of portfolio
-
Mc Adam, LLC8.27MShares$215 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$211 Million0.05% of portfolio