Db Wealth Management Group, LLC Schwab Fundamental U S Large C Transaction History

Db Wealth Management Group, LLC

$169 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 04, 2021	SELL	$52.09 - $56.08 $3,437 - $3,701	-66 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$44.75 - $52.45 $2,953 - $3,461	66 New	66 $3,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

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

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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