Arlington Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Arlington Financial Advisors, LLC
- $538 Million
- Q3 2025
A detailed history of Arlington Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Arlington Financial Advisors, LLC holds 377,205 shares of FNDX stock, worth $10 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
377,205
Previous 377,760
0.15%
Holding current value
$10 Million
Previous $9.27 Million
7.01%
% of portfolio
1.84%
Previous 1.92%
Shares
32 transactions
Others Institutions Holding FNDX
# of Institutions
770Shares Held
631MCall 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