Roof Eidam & Maycock Schwab Fundamental U S Large C Transaction History
Roof Eidam & Maycock
- $401 Million
- Q3 2025
A detailed history of Roof Eidam & Maycock transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roof Eidam & Maycock holds 116,211 shares of FNDX stock, worth $3.09 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
116,211
Previous 108,119
7.48%
Holding current value
$3.09 Million
Previous $2.65 Million
15.19%
% of portfolio
0.76%
Previous 0.67%
Shares
13 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