Arlington Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History
Arlington Financial Advisors, LLC
- $515 Million
- Q4 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 374,530 shares of FNDX stock, worth $9.95 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
374,530
Previous 377,205
0.71%
Holding current value
$9.95 Million
Previous $9.92 Million
0.31%
% of portfolio
1.93%
Previous 1.84%
Shares
33 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