Citizens National Bank Trust Department Schwab Fundamental U S Large C Put Options Transaction History

Citizens National Bank Trust Department

$554 Million
Q3 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

759

Shares Held

629M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$11 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$439 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$236 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$236 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$219 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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