Captrust Financial Advisors Schwab Fundamental U S Large C Call Options Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.18 Billion
1.82% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$77.8 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.8 Million
0.04% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.07M
Shares

$50.5 Million
25.43% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.