Coston, Mc Isaac & Partners Schwab Fundamental U S Large C Transaction History

Coston, Mc Isaac & Partners

$298 Million
Q3 2024

A detailed history of Coston, Mc Isaac & Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coston, Mc Isaac & Partners holds 179 shares of FNDX stock, worth $4,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

179

Holding current value

$4,444

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$65.36 - $71.76 $11,699 - $12,845	179 New	179 $12,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.24 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$115 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$79.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$72.4 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$57.9 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Coston, Mc Isaac & Partners Schwab Fundamental U S Large C Transaction History