Human Investing LLC Schwab Fundamental U S Large C Transaction History

Human Investing LLC

$562 Million
Q4 2024

A detailed history of Human Investing LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Human Investing LLC holds 648 shares of FNDX stock, worth $15,999. This represents 0.0% of its overall portfolio holdings.

Number of Shares

648

Holding current value

$15,999

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$23.49 - $71.77 $15,221 - $46,506	648 New	648 $15,000

Others Institutions Holding FNDX

# of Institutions

621

Shares Held

511M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.71 Billion
1.77% of portfolio
Mc Adam, LLC

9.11M
Shares

$225 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$148 Million
7.37% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$115 Million
1.01% of portfolio
Glassman Wealth Services

4.51M
Shares

$111 Million
18.01% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

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