West Paces Advisors Inc. Schwab Fundamental U S Large C Transaction History

West Paces Advisors Inc.

$408 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Dec 19, 2023	SELL	$52.82 - $56.3 $46,851 - $49,938	-887 Closed	0 $0
Q2 2021 Dec 19, 2023	BUY	$52.09 - $56.08 $46,203 - $49,742	887 New	887 $48.5 Million

Others Institutions Holding FNDX

# of Institutions

596

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.21 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$114 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78.5 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.6 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$57.3 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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