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

Captrust Financial Advisors

$38.8 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

691

Shares Held

590M

Call Options Held

0

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.22 Billion
1.76% of portfolio
Mc Adam, LLC

8.09M
Shares

$191 Million
11.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$184 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$176 Million
4.69% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

6.27M
Shares

$149 Million
46.8% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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