Sheets Smith Wealth Management Schwab Fundamental U S Large C Transaction History
Sheets Smith Wealth Management
- $879 Million
- Q4 2025
A detailed history of Sheets Smith Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sheets Smith Wealth Management holds 59,087 shares of FNDX stock, worth $1.57 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
59,087
Previous 56,892
3.86%
Holding current value
$1.57 Million
Previous $1.5 Million
4.88%
% of portfolio
0.18%
Previous 0.17%
Shares
18 transactions
Others Institutions Holding FNDX
# of Institutions
780Shares 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
-
Signature Estate & Investment Advisors LLC7.88MShares$209 Million4.59% of portfolio