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

$3.24 Billion
1.82% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$79.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$72.4 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$57.9 Million
0.04% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.07M
Shares

$51.5 Million
25.43% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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