Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Call Options Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

606

Shares Held

225M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.22 Billion
1.82% of portfolio
Mc Adam, LLC

9.11M
Shares

$225 Million
11.9% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$114 Million
1.01% of portfolio
Charles Schwab Trust CO

2.71M
Shares

$66.8 Million
5.63% of portfolio
Lee Financial CO Dallas, TX

2.49M
Shares

$61.5 Million
8.36% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

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