Nicholson Meyer Capital Management, Inc. Schwab Fundamental U S Large C Transaction History
Nicholson Meyer Capital Management, Inc.
- $132 Billion
- Q4 2025
A detailed history of Nicholson Meyer Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nicholson Meyer Capital Management, Inc. holds 419,418 shares of FNDX stock, worth $11.1 Million. This represents 8.63% of its overall portfolio holdings.
Number of Shares
419,418
Previous 413,555
1.42%
Holding current value
$11.1 Million
Previous $10.9 Billion
4.93%
% of portfolio
8.63%
Previous 8.36%
Shares
4 transactions
Others Institutions Holding FNDX
# of Institutions
785Shares Held
634MCall 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
-
Keybank National Association8.29MShares$220 Million0.81% of portfolio