Whipplewood Advisors, LLC Schwab Fundamental U S Large C Put Options Transaction History

Whipplewood Advisors, LLC

$182 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

722

Shares Held

617M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$406 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$213 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$206 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$202 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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