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

Captrust Financial Advisors

$38.8 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

696

Shares Held

594M

Call Options Held

0

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.79 Billion
1.76% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$215 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$208 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$195 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$187 Million
4.69% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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