New Edge Advisors, LLC Schwab Fundamental U S Large C Put Options Transaction History

New Edge Advisors, LLC

$18.3 Billion
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

726

Shares Held

620M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.3 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$419 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$225 Million
32.39% of portfolio
Mc Adam, LLC

8.27M
Shares

$212 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$208 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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