Relaxing Retirement Coach Schwab Fundamental U S Large C Transaction History

Relaxing Retirement Coach

$320 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 22, 2021	SELL	$37.99 - $45.31 $236,905 - $282,553	-6,236 Closed	0 $0
Q3 2020 Nov 02, 2020	BUY	$36.46 - $41.42 $227,364 - $258,295	6,236 New	6,236 $242,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.16 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$112 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$77.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.6 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56.5 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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