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

Frontier Wealth Management LLC

$8.02 Billion
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	N/A	-56,725 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	56,725 New	56,725 $1.93 Million

Others Institutions Holding FNDX

# of Institutions

733

Shares Held

621M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.27M
Shares

$215 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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