Carnegie Capital Asset Management, LLC Schwab Fundamental U S Large C Transaction History
Carnegie Capital Asset Management, LLC
- $5.06 Billion
- Q3 2025
A detailed history of Carnegie Capital Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Carnegie Capital Asset Management, LLC holds 56,824 shares of FNDX stock, worth $1.51 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
56,824
Previous 42,844
32.63%
Holding current value
$1.51 Million
Previous $1.05 Million
42.15%
% of portfolio
0.03%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding FNDX
# of Institutions
771Shares 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