Number of Shares
397,878.00
Current Holdings Value*
$9.39 Mil
% of Portfolio
8.64%
Total Estimate Gain
$246,684.36
% of Total Estimate Gain
2.57%

Nicholson Meyer Capital Management, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, Nicholson Meyer Capital Management, Inc. held 397,878.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $9.39 Mil. This investment constitutes 8.64% of their stock portfolio, and Nicholson Meyer Capital Management, Inc. now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and FNDX's current price of $24.79, Nicholson Meyer Capital Management, Inc.'s estimated gain on his FNDX holdings is $246,684.36, reflecting a 2.57% gain to date.

Nicholson Meyer Capital Management, Inc. FNDX ($24.79) Holding Chart

Nicholson Meyer Capital Management, Inc. FNDX ($24.79) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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