Sterling Financial Planning, Inc. Schwab Fundamental U S Large C Put Options Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.1 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$110 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$75.9 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.3 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$55.4 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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