Hemington Wealth Management Schwab Fundamental U S Large C Transaction History

Hemington Wealth Management

$371 Million
Q3 2024

A detailed history of Hemington Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hemington Wealth Management holds 798 shares of FNDX stock, worth $19,965. This represents 0.0% of its overall portfolio holdings.

Number of Shares

798

Holding current value

$19,965

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $52,157 - $57,264	798 New	798 $18,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.27 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$116 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.4 Million
0.04% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Hemington Wealth Management Schwab Fundamental U S Large C Transaction History