Centaurus Financial, Inc. Schwab Fundamental U S Large C Transaction History

Centaurus Financial, Inc.

$1.4 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$49.93 - $59.29 $85,879 - $101,978	-1,720 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$54.44 - $58.74 $93,636 - $101,032	1,720 New	1,720 $101,000

Others Institutions Holding FNDX

# of Institutions

562

Shares Held

187M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$9.32 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$310 Million
0.94% of portfolio
Mc Adam, LLC

2.75M
Shares

$197 Million
11.18% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$193 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$150 Million
23.99% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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