Stillwater Wealth Management Group Schwab Fundamental U S Large C Transaction History
Stillwater Wealth Management Group
- $143 Million
- Q4 2025
A detailed history of Stillwater Wealth Management Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stillwater Wealth Management Group holds 98,970 shares of FNDX stock, worth $2.63 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
98,970Holding current value
$2.63 Million% of portfolio
1.84%Shares
1 transactions
Others Institutions Holding FNDX
# of Institutions
781Shares Held
634MCall 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