Cascade Investment Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Cascade Investment Advisors, Inc.

$156 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$52.49 - $57.54 $3,306 - $3,625	63 New	63 $3,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.21 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$114 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78.5 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.6 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$57.3 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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