Dogwood Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Dogwood Wealth Management LLC

$189 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 04, 2025	SELL	$23.49 - $71.77 $10,288 - $31,435	-438 Closed	0 $0
Q2 2024 Mar 04, 2025	BUY	$63.87 - $67.55 $27,975 - $29,586	438 New	438 $29.3 Million

Others Institutions Holding FNDX

# of Institutions

662

Shares Held

578M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.05 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$344 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$239 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$210 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$138 Million
7.37% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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