Alpha Cubed Investments, LLC Schwab Fundamental U S Large C Transaction History

Alpha Cubed Investments, LLC

$2.24 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	SELL	$63.87 - $67.55 $18,202 - $19,251	-285 Reduced 8.43%	3,094 $207,000
Q1 2024 Apr 22, 2024	BUY	$60.89 - $67.39 $205,747 - $227,710	3,379 New	3,379 $227,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.19 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.2 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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