Fundamentun, LLC Schwab Strategic Tr Us Large C Transaction History
Fundamentun, LLC
- $1.98 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,539Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.17 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$2.07 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$871 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$840 Million29.75% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$783 Million9.64% of portfolio