Coyle Financial Counsel LLC Schwab Fundamental U S Large C Transaction History

Coyle Financial Counsel LLC

$284 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 13, 2018	SELL	N/A	-1,636 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	1,636 New	1,636 $61,000

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

$3.07 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$109 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$75.2 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$68.7 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$54.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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