Srs Capital Advisors, Inc. Schwab Fundamental U S Large C Transaction History
Srs Capital Advisors, Inc.
- $1.5 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding FNDX
# of Institutions
662Shares Held
578MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA393MShares$9.13 Billion1.77% of portfolio
-
Captrust Financial Advisors Raleigh, NC14.9MShares$347 Million1.03% of portfolio
-
Signature Estate & Investment Advisors LLC10.4MShares$241 Million6.25% of portfolio
-
Mc Adam, LLC9.11MShares$212 Million11.9% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA5.98MShares$139 Million7.37% of portfolio