Capital Advisory Group Advisory Services, LLC Schwab Fundamental U S Large C Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 18, 2020	SELL	$27.15 - $43.59 $12,516 - $20,094	-461 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.15 - $42.78 $17,587 - $19,721	461 New	461 $20,000

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

$3.16 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$112 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$77.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.6 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.5 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

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