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

Sage Mountain Advisors LLC

$1.7 Billion
Q3 2025

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

770

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
Signature Estate & Investment Advisors LLC

7.88M
Shares

$212 Million
4.59% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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