Independent Wealth Network Inc. Schwab Fundamental U S Large C Transaction History

Independent Wealth Network Inc.

$291 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$49.93 - $59.29 $235,619 - $279,789	-4,719 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$55.41 - $59.9 $261,479 - $282,668	4,719 New	4,719 $276,000

Others Institutions Holding FNDX

# of Institutions

740

Shares Held

622M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$228 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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