Steel Peak Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Steel Peak Wealth Management LLC

$2.25 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$54.44 - $58.74 $220,373 - $237,779	-4,048 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$52.82 - $56.3 $213,815 - $227,902	4,048 New	4,048 $218,000

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.27 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$116 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$80 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$73 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$58.4 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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