Trust Point Inc. Schwab Fundamental U S Large C Transaction History

Trust Point Inc.

$1.06 Trillion
Q2 2025

A detailed history of Trust Point Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Trust Point Inc. holds 24,972 shares of FNDX stock, worth $621,303. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,972

Holding current value

$621,303

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 10, 2025	BUY	$20.84 - $24.54 $520,416 - $612,812	24,972 New	24,972 $613 Million

Others Institutions Holding FNDX

# of Institutions

700

Shares Held

594M

Call Options Held

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.69 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$386 Million
0.94% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$212 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$206 Million
11.31% of portfolio
Signature Estate & Investment Advisors LLC

7.82M
Shares

$195 Million
4.55% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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