First Pacific Financial Schwab Fundamental U S Large C Transaction History
First Pacific Financial
- $544 Million
- Q3 2025
A detailed history of First Pacific Financial transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, First Pacific Financial holds 10,595 shares of FNDX stock, worth $281,509. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,595
Previous 10,552
0.41%
Holding current value
$281,509
Previous $258,000
7.75%
% of portfolio
0.05%
Previous 0.05%
Shares
10 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