Commerce Bank Schwab Fundamental U S Large C Transaction History

Commerce Bank

$16.1 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$52.49 - $57.54 $238,147 - $261,058	4,537 New	4,537 $249,000
Q1 2020 May 08, 2020	SELL	$27.15 - $43.59 $154,483 - $248,027	-5,690 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.15 - $42.78 $217,073 - $243,418	5,690 New	5,690 $243,000

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

$3.27 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$116 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.4 Million
0.04% of portfolio

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