Bryn Mawr Trust CO Schwab Fundamental U S Large C Transaction History

Bryn Mawr Trust CO

$5.48 Billion
Q3 2024

A detailed history of Bryn Mawr Trust CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bryn Mawr Trust CO holds 100,371 shares of FNDX stock, worth $2.51 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

100,371

Holding current value

$2.51 Million

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 25, 2024	BUY	$65.36 - $71.76 $6.56 Million - $7.2 Million	100,371 New	100,371 $7.2 Million

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

Put Options Held

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

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Bryn Mawr Trust CO Schwab Fundamental U S Large C Transaction History