Kelman Lazarov, Inc. Schwab Fundamental U S Large C Call Options Transaction History

Kelman Lazarov, Inc.

$517 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

0

Put Options Held

117

Charles Schwab Investment Management Inc San Francisco, CA

389M
Shares

$9.35 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$373 Million
0.94% of portfolio
Mc Adam, LLC

8.09M
Shares

$194 Million
11.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$186 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$178 Million
4.69% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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