Sage Mountain Advisors LLC Schwab Fundamental U S Large C Transaction History

Sage Mountain Advisors LLC

$1.07 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$53.84 - $57.58 $4,307 - $4,606	80 New	80 $4,000
Q4 2021 Feb 02, 2022	BUY	$54.44 - $58.74 $18,455 - $19,912	339 New	339 $20,000

Others Institutions Holding FNDX

# of Institutions

567

Shares Held

187M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.14 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$104 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.2 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.8 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.5 Million
23.99% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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