Main Street Research LLC Schwab Fundamental U S Large C Transaction History
Main Street Research LLC
- $1.77 Billion
- Q3 2025
A detailed history of Main Street Research LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Main Street Research LLC holds 8,541 shares of FNDX stock, worth $226,934. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,541
Previous 8,541
-0.0%
Holding current value
$226,934
Previous $209,000
7.18%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FNDX
# of Institutions
779Shares Held
632MCall 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