Creekside Partners Schwab Fundamental U S Large C Transaction History
Creekside Partners
- $227 Billion
- Q3 2025
A detailed history of Creekside Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creekside Partners holds 11,202 shares of FNDX stock, worth $297,637. This represents 0.13% of its overall portfolio holdings.
Number of Shares
11,202
Previous 11,202
-0.0%
Holding current value
$297,637
Previous $275 Million
7.17%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
769Shares 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