Washington Trust CO Schwab Fundamental U S Large C Transaction History
Washington Trust CO
- $2.76 Billion
- Q2 2025
Shares
7 transactions
Others Institutions Holding FNDX
# of Institutions
722Shares Held
617MCall 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
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Boulay Financial Advisors, LLC Eden Prairie, MN8.54MShares$213 Million27.32% of portfolio
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Mc Adam, LLC8.27MShares$206 Million11.31% of portfolio
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Ameriprise Financial Inc Minneapolis, MN8.11MShares$202 Million0.05% of portfolio