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 $618,556. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,972

Holding current value

$618,556

% 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

695

Shares Held

590M

Call Options Held

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.64 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$385 Million
0.94% of portfolio
Mc Adam, LLC

8.09M
Shares

$200 Million
11.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$192 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$184 Million
4.69% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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