Tci Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$49.93 - $59.29 $798 - $948	16 Added 76.19%	37 $2,000
Q4 2018 Jan 17, 2019	BUY	N/A	21 New	21 $1,000
Q2 2018 Jul 27, 2018	SELL	N/A	-152 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	N/A	152 New	152 $6,000

Others Institutions Holding FNDX

# of Institutions

593

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.24 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$115 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$79.4 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$72.4 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$57.9 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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