D'Orazio & Associates, Inc. Schwab Fundamental U S Large C Transaction History

D'Orazio & Associates, Inc.

$655 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 07, 2022	SELL	$54.44 - $58.74 $46,219 - $49,870	-849 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$52.82 - $56.3 $44,844 - $47,798	849 New	849 $46,000

Others Institutions Holding FNDX

# of Institutions

690

Shares Held

590M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.22 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$368 Million
0.94% of portfolio
Mc Adam, LLC

8.09M
Shares

$191 Million
11.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$184 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$176 Million
4.69% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D'Orazio & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on D'Orazio & Associates, Inc. with notifications on news.