Systelligence, LLC Schwab Fundamental U S Large C Transaction History
Systelligence, LLC
- $486 Million
- Q2 2025
A detailed history of Systelligence, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Systelligence, LLC holds 181,770 shares of FNDX stock, worth $4.53 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
181,770
Previous 448,600
59.48%
Holding current value
$4.53 Million
Previous $10.6 Million
57.89%
% of portfolio
0.92%
Previous 2.84%
Shares
20 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