Angeles Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History

Angeles Investment Advisors, LLC

$1.95 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$55.41 - $59.9 $80,898 - $87,454	-1,460 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.44 - $58.74 $79,482 - $85,760	1,460 New	1,460 $86,000

Others Institutions Holding FNDX

# of Institutions

567

Shares Held

187M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.14 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$104 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.2 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.8 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.5 Million
23.99% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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