Crews Bank & Trust Schwab Fundamental U S Large C Transaction History

Crews Bank & Trust

$683 Billion
Q3 2025

A detailed history of Crews Bank & Trust transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Crews Bank & Trust holds 48 shares of FNDX stock, worth $1,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,275

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 22, 2025	BUY	$24.38 - $26.34 $1,170 - $1,264	48 New	48 $1.26 Million
Q4 2024 Jan 23, 2025	BUY	$23.49 - $71.77 $3,946 - $12,057	168 New	168 $3.98 Million

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$10.9 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

17M
Shares

$452 Million
0.96% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Signature Estate & Investment Advisors LLC

7.88M
Shares

$209 Million
4.59% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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