Bokf, Na Schwab Fundamental U S Large C Transaction History

Bokf, Na

$5.65 Billion
Q3 2024

A detailed history of Bokf, Na transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bokf, Na holds 18 shares of FNDX stock, worth $432. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$432

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$65.36 - $71.76 $1,176 - $1,291	18 New	18 $1,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.14 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$111 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$76.7 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$70 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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