Team Financial Group, LLC Schwab Fundamental U S Large C Transaction History
Team Financial Group, LLC
- $220 Billion
- Q4 2025
A detailed history of Team Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Team Financial Group, LLC holds 2,983 shares of FNDX stock, worth $79,258. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,983
Previous 2,970
0.44%
Holding current value
$79,258
Previous $78.1 Million
3.92%
% of portfolio
0.04%
Previous 0.04%
Shares
5 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