Abound Wealth Management Schwab Fundamental U S Large C Transaction History
Abound Wealth Management
- $427 Billion
- Q4 2025
A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Abound Wealth Management holds 17,296 shares of FNDX stock, worth $459,554. This represents 0.11% of its overall portfolio holdings.
Number of Shares
17,296
Previous 18,775
7.88%
Holding current value
$459,554
Previous $494 Million
4.69%
% of portfolio
0.11%
Previous 0.12%
Shares
16 transactions
Others Institutions Holding FNDX
# of Institutions
776Shares Held
632MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.9 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC17MShares$452 Million0.96% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$233 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$233 Million11.55% of portfolio
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio