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

Tci Wealth Advisors, Inc.

$1.01 Billion
Q2 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

567

Shares Held

187M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.14 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$104 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$70.2 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.8 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.5 Million
23.99% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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