Keyvantage Wealth, LLC Schwab Fundamental U S Large C Transaction History

Keyvantage Wealth, LLC

$140 Billion
Q4 2024

A detailed history of Keyvantage Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Keyvantage Wealth, LLC holds 23,787 shares of FNDX stock, worth $594,912. This represents 0.4% of its overall portfolio holdings.

Number of Shares

23,787

Holding current value

$594,912

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $558,756 - $1.71 Million	23,787 New	23,787 $563 Million

Others Institutions Holding FNDX

# of Institutions

658

Shares Held

578M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.83 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$374 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$260 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$228 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$150 Million
7.37% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keyvantage Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keyvantage Wealth, LLC with notifications on news.

Account

Keyvantage Wealth, LLC Schwab Fundamental U S Large C Transaction History