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	N/A	-6,236 Closed	0 $0
Q3 2020 Nov 02, 2020	BUY	N/A	6,236 New	6,236 $242,000

Others Institutions Holding FNDX

# of Institutions

525

Shares Held

183M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Advisory, Inc. San Francisco, CA

128M
Shares

$8.77 Billion
11.85% of portfolio
Captrust Financial Advisors Raleigh, NC

3.02M
Shares

$207 Million
0.68% of portfolio
Signature Estate & Investment Advisors LLC

2.66M
Shares

$182 Million
5.07% of portfolio
Mc Adam, LLC

2.58M
Shares

$177 Million
11.27% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$172 Million
0.05% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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