Beacon Wealthcare LLC Schwab Fundamental U S Large C Transaction History

Beacon Wealthcare LLC

$229 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 05, 2021	SELL	N/A	-4,040 Closed	0 $0
Q2 2021 Jul 02, 2021	BUY	N/A	4,040 New	4,040 $221,000

Others Institutions Holding FNDX

# of Institutions

517

Shares Held

183M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

128M
Shares

$8.61 Billion
11.85% of portfolio
Captrust Financial Advisors Raleigh, NC

3.02M
Shares

$203 Million
0.68% of portfolio
Signature Estate & Investment Advisors LLC

2.66M
Shares

$179 Million
5.07% of portfolio
Mc Adam, LLC

2.58M
Shares

$174 Million
11.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$169 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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