Smartleaf Asset Management LLC Schwab Fundamental U S Large C Transaction History
Smartleaf Asset Management LLC
- $1.62 Trillion
- Q3 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 5,190 shares of FNDX stock, worth $137,898. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,190
Previous 4,607
12.65%
Holding current value
$137,898
Previous $113 Million
21.11%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares Held
631MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio