Ci Private Wealth, LLC Schwab Fundamental U S Large C Call Options Transaction History

Ci Private Wealth, LLC

$68.1 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

619M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.7 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$432 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$226 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$219 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$215 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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