Kathmere Capital Management, LLC Schwab Fundamental U S Large C Transaction History

Kathmere Capital Management, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$44.75 - $52.45 $3,580 - $4,196	-80 Closed	0 $0
Q3 2020 Nov 20, 2020	BUY	$36.46 - $41.42 $2,916 - $3,313	80 New	80 $3,000

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

$3.18 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$77.8 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.8 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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