Steele Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Steele Capital Management, Inc.
- $1.91 Trillion
- Q3 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 1,985,873 shares of FNDX stock, worth $49.3 Million. This represents 7.45% of its overall portfolio holdings.
Number of Shares
1,985,873
Previous 1,975,923
0.5%
Holding current value
$49.3 Million
Previous $133 Billion
7.17%
% of portfolio
7.45%
Previous 7.42%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
593Shares Held
193MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.24 Billion1.82% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$115 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$79.4 Million5.31% of portfolio
-
Mc Adam, LLC2.92MShares$72.4 Million11.84% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.33MShares$57.9 Million0.04% of portfolio