Manchester Capital Management LLC Schwab Fundamental U S Large C Transaction History

Manchester Capital Management LLC

$789 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$36.46 - $41.42 $22,240 - $25,266	-610 Closed	0 $0
Q2 2020 Sep 28, 2020	BUY	$29.92 - $40.24 $18,251 - $24,546	610 New	610 $22,000

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

$9.52 Billion
1.76% of portfolio
Captrust Financial Advisors Raleigh, NC

15.5M
Shares

$380 Million
0.94% of portfolio
Mc Adam, LLC

8.09M
Shares

$198 Million
11.96% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.76M
Shares

$190 Million
0.05% of portfolio
Signature Estate & Investment Advisors LLC

7.42M
Shares

$181 Million
4.69% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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