Sheets Smith Wealth Management Schwab Fundamental U S Large C Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sheets Smith Wealth Management holds 56,929 shares of FNDX stock, worth $1.43 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
56,929
Previous 53,154
7.1%
Holding current value
$1.43 Million
Previous $1.25 Million
11.4%
% of portfolio
0.17%
Previous 0.16%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
696Shares Held
594MCall Options Held
0Put Options Held
117-
Charles Schwab Investment Management Inc San Francisco, CA389MShares$9.79 Billion1.76% of portfolio
-
Captrust Financial Advisors Raleigh, NC15.5MShares$391 Million0.94% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$215 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$208 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.76MShares$195 Million0.05% of portfolio