Private Trust CO Na Schwab Fundamental U S Large C Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Private Trust CO Na holds 3,567 shares of FNDX stock, worth $94,775. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,567
Previous 3,901
8.56%
Holding current value
$94,775
Previous $95,000
2.11%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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