Arete Wealth Advisors, LLC Schwab Fundamental U S Large C Call Options Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

599

Shares Held

211M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.23 Billion
1.82% of portfolio
Mc Adam, LLC

9.11M
Shares

$225 Million
11.9% 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 Million
5.31% of portfolio
Charles Schwab Trust CO

2.71M
Shares

$66.9 Million
5.63% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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