Hrt Financial LP Schwab Fundamental U S Large C Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

A detailed history of Hrt Financial LP transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hrt Financial LP holds 5,276 shares of FNDX stock, worth $131,003. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,276

Holding current value

$131,003

% 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 $344,839 - $378,605	5,276 New	5,276 $378,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

Put Options Held

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

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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