Aspire Capital Advisors LLC Schwab Fundamental U S Large C Transaction History

Aspire Capital Advisors LLC

$326 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$60.89 - $67.39 $791 - $876	13 Added 0.39%	3,342 $225,000
Q4 2023 Jan 29, 2024	BUY	$53.46 - $62.11 $177,968 - $206,764	3,329 New	3,329 $206,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

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

About SCHWAB FUNDAMENTAL U S LARGE C

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