Summitry LLC Schwab Fundamental U S Large C Transaction History

Summitry LLC

$1.94 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$49.93 - $59.29 $179,198 - $212,791	-3,589 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$55.41 - $59.9 $198,866 - $214,981	3,589 New	3,589 $210,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

194M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.11 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

$76 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.4 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$55.5 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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