Wade G W & Inc Schwab Fundamental U S Large C Transaction History
Wade G W & Inc
- $3.08 Billion
- Q4 2023
A detailed history of Wade G W & Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wade G W & Inc holds 102,617 shares of FNDX stock, worth $2.53 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
102,617
Previous 95,167
7.83%
Holding current value
$2.53 Million
Previous $5.33 Million
19.32%
% of portfolio
0.21%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding FNDX
# of Institutions
605Shares Held
223MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA131MShares$3.22 Billion1.82% of portfolio
-
Mc Adam, LLC9.11MShares$225 Million11.9% of portfolio
-
Captrust Financial Advisors Raleigh, NC4.64MShares$114 Million1.01% of portfolio
-
Signature Estate & Investment Advisors LLC3.2MShares$78.8 Million5.31% of portfolio
-
Charles Schwab Trust CO2.71MShares$66.8 Million5.63% of portfolio