Institute For Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$27.15 - $43.59 $325 - $523	-12 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$38.15 - $42.78 $457 - $513	12 New	12 $1,000

Others Institutions Holding FNDX

# of Institutions

739

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

Ticker FNDX
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