Trust Point Inc. Schwab Fundamental U S Large C Transaction History

Trust Point Inc.

$1.06 Trillion
Q2 2025

A detailed history of Trust Point Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Trust Point Inc. holds 24,972 shares of FNDX stock, worth $650,770. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,972

Holding current value

$650,770

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 10, 2025	BUY	$20.84 - $24.54 $520,416 - $612,812	24,972 New	24,972 $613 Million

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

619M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.54M
Shares

$223 Million
27.32% of portfolio
Mc Adam, LLC

8.27M
Shares

$215 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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