Consolidated Portfolio Review Corp Schwab Fundamental U S Large C Call Options Transaction History

Consolidated Portfolio Review Corp

$723 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

740

Shares Held

622M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$228 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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