1 North Wealth Services LLC Schwab Fundamental U S Large C Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$23.49 - $71.77 $3,288 - $10,047	-140 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.15 - $42.78 $5,341 - $5,989	140 New	140 $6,000

Others Institutions Holding FNDX

# of Institutions

639

Shares Held

537M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.66 Billion
1.77% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$255 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$224 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$147 Million
7.37% of portfolio
Northwest Bancshares, Inc. Warren, PA

5.91M
Shares

$145 Million
26.0% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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