Smartleaf Asset Management LLC Schwab Fundamental U S Large C Transaction History
Smartleaf Asset Management LLC
- $1.13 Trillion
- Q2 2025
A detailed history of Smartleaf Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 4,607 shares of FNDX stock, worth $121,716. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,607
Previous 6,099
24.46%
Holding current value
$121,716
Previous $143 Million
21.01%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
726Shares Held
620MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10.6 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$431 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$226 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$218 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$214 Million0.05% of portfolio