Foster & Motley Inc Schwab Fundamental U S Large C Transaction History
Foster & Motley Inc
- $1.86 Billion
- Q3 2025
A detailed history of Foster & Motley Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Foster & Motley Inc holds 276,878 shares of FNDX stock, worth $7.36 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
276,878
Previous 265,907
4.13%
Holding current value
$7.36 Million
Previous $6.53 Million
11.6%
% of portfolio
0.39%
Previous 0.38%
Shares
32 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