Steele Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Steele Capital Management, Inc.
- $2.08 Trillion
- Q2 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 6,060,172 shares of FNDX stock, worth $151 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
6,060,172
Previous 6,054,706
0.09%
Holding current value
$151 Million
Previous $143 Billion
4.03%
% of portfolio
7.14%
Previous 7.44%
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
723Shares Held
619MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA402MShares$10 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$406 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
-
Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$202 Million0.05% of portfolio