Embree Financial Group Schwab Fundamental U S Large C Transaction History
Embree Financial Group
- $746 Billion
- Q3 2025
A detailed history of Embree Financial Group transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Embree Financial Group holds 16,839 shares of FNDX stock, worth $447,412. This represents 0.06% of its overall portfolio holdings.
Number of Shares
16,839
Previous 17,017
1.05%
Holding current value
$447,412
Previous $418 Million
6.05%
% of portfolio
0.06%
Previous 0.06%
Shares
7 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