Clark Asset Management, LLC Schwab Fundamental U S Large C Transaction History
Clark Asset Management, LLC
- $963 Billion
- Q4 2025
A detailed history of Clark Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clark Asset Management, LLC holds 23,388 shares of FNDX stock, worth $621,419. This represents 0.07% of its overall portfolio holdings.
Number of Shares
23,388
Previous 23,388
-0.0%
Holding current value
$621,419
Previous $615 Million
3.46%
% of portfolio
0.07%
Previous 0.07%
Shares
4 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