Payne Capital LLC Schwab Fundamental U S Large C Transaction History
Payne Capital LLC
- $98.2 Billion
- Q4 2025
A detailed history of Payne Capital LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Payne Capital LLC holds 242,141 shares of FNDX stock, worth $6.43 Million. This represents 6.71% of its overall portfolio holdings.
Number of Shares
242,141
Previous 241,590
0.23%
Holding current value
$6.43 Million
Previous $6.35 Billion
3.7%
% of portfolio
6.71%
Previous 6.44%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
782Shares 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