Org Partners LLC Schwab Fundamental U S Large C Transaction History

Org Partners LLC

$588 Million
Q3 2024

A detailed history of Org Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Org Partners LLC holds 337 shares of FNDX stock, worth $8,431. This represents 0.0% of its overall portfolio holdings.

Number of Shares

337

Previous 337 -0.0%

Holding current value

$8,431

Previous $22,000 9.09%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$63.87 - $67.55 $21,524 - $22,764	337 New	337 $22,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.27 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$116 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.4 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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