Sharkey, Howes & Javer Schwab Fundamental U S Large C Transaction History

Sharkey, Howes & Javer

$665 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 18, 2019	SELL	N/A	-25 Closed	0 $0
Q4 2017 Feb 15, 2018	SELL	N/A	-506,041 Reduced 100.0%	25 $1,000
Q4 2017 Feb 14, 2018	BUY	N/A	506,011 Added 920020.0%	506,066 $17.2 Million
Q3 2017 Oct 11, 2017	BUY	N/A	55	55 $2,000

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

Ticker FNDX
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