Steele Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Steele Capital Management, Inc.
- $1.92 Trillion
- Q1 2025
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 6,054,706 shares of FNDX stock, worth $137 Million. This represents 7.44% of its overall portfolio holdings.
Number of Shares
6,054,706
Previous 5,979,245
1.26%
Holding current value
$137 Million
Previous $142 Billion
0.96%
% of portfolio
7.44%
Previous 7.37%
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
679Shares Held
579MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$8.89 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$338 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$235 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$206 Million11.9% of portfolio
-
Northwest Bancshares, Inc. Warren, PA5.91MShares$134 Million26.0% of portfolio