Beacon Wealthcare LLC Schwab Fundamental U S Large C Transaction History

Beacon Wealthcare LLC

$248 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 05, 2021	SELL	$52.82 - $56.3 $213,392 - $227,452	-4,040 Closed	0 $0
Q2 2021 Jul 02, 2021	BUY	$52.09 - $56.08 $210,443 - $226,563	4,040 New	4,040 $221,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

193M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.14 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$111 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$76.7 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$70 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$56 Million
0.04% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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