Neuberger Berman Group LLC Schwab Fundamental U S Large C Transaction History

Neuberger Berman Group LLC

$130 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $153,201 - $468,083	6,522 Added 200.0%	9,783 $231,000
Q3 2024 Nov 14, 2024	BUY	$65.36 - $71.76 $213,138 - $234,009	3,261 New	3,261 $234,000

Others Institutions Holding FNDX

# of Institutions

759

Shares Held

629M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$11 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$439 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$236 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$236 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$219 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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