Herold Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$49.93 - $59.29 $7,639 - $9,071	-153 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$55.41 - $59.9 $8,477 - $9,164	153 New	153 $0

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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