Cra Financial Services, LLC Schwab Fundamental U S Large C Transaction History
Cra Financial Services, LLC
- $672 Million
- Q3 2025
A detailed history of Cra Financial Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cra Financial Services, LLC holds 13,022 shares of FNDX stock, worth $345,994. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,022
Previous 13,022
-0.0%
Holding current value
$345,994
Previous $319,000
7.21%
% of portfolio
0.05%
Previous 0.05%
Shares
2 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