Steele Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Steele Capital Management, Inc.
- $1.79 Trillion
- Q2 2024
A detailed history of Steele Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Steele Capital Management, Inc. holds 1,975,923 shares of FNDX stock, worth $135 Million. This represents 7.42% of its overall portfolio holdings.
Number of Shares
1,975,923
Previous 1,972,119
0.19%
Holding current value
$135 Million
Previous $133 Billion
0.05%
% of portfolio
7.42%
Previous 7.63%
Shares
3 transactions
Others Institutions Holding FNDX
# of Institutions
561Shares Held
186MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA130MShares$8.91 Billion1.68% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.33MShares$296 Million0.94% of portfolio
-
Mc Adam, LLC2.75MShares$188 Million11.18% of portfolio
-
Signature Estate & Investment Advisors LLC2.69MShares$184 Million4.53% of portfolio
-
Northwest Bancshares, Inc. Warren, PA2.1MShares$144 Million23.99% of portfolio