Fragasso Group Inc. Schwab Fundamental U S Large C Transaction History

Fragasso Group Inc.

$1.32 Billion
Q4 2025

A detailed history of Fragasso Group Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fragasso Group Inc. holds 7,429 shares of FNDX stock, worth $197,388. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,429

Holding current value

$197,388

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 07, 2026	BUY	$25.68 - $26.95 $190,776 - $200,211	7,429 New	7,429 $197,000

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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