Cornerstone Management, Inc. Schwab Fundamental U S Large C Transaction History

Cornerstone Management, Inc.

$605 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 May 26, 2023	SELL	N/A	-28,794 Closed	0 $0
Q1 2018 May 26, 2023	BUY	N/A	28,794 New	28,794 $1.05 Billion

Others Institutions Holding FNDX

# of Institutions

746

Shares Held

623M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.7 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$434 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$216 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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