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

Captrust Financial Advisors

$43.1 Billion
Q2 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

744

Shares Held

623M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$228 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.82M
Shares

$204 Million
4.55% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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