Lockerman Financial Group, Inc. Schwab Fundamental U S Large C Transaction History

Lockerman Financial Group, Inc.

$52.2 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$49.93 - $59.29 $233,073 - $276,765	-4,668 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$55.41 - $59.9 $258,653 - $279,613	4,668 New	4,668 $273,000

Others Institutions Holding FNDX

# of Institutions

563

Shares Held

187M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$9.29 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$309 Million
0.94% of portfolio
Mc Adam, LLC

2.75M
Shares

$196 Million
11.18% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$192 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$150 Million
23.99% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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