Cookson Peirce & CO Inc Schwab Fundamental U S Large C Transaction History

Cookson Peirce & CO Inc

$2.11 Billion
Q4 2024

A detailed history of Cookson Peirce & CO Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cookson Peirce & CO Inc holds 8,592 shares of FNDX stock, worth $213,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,592

Holding current value

$213,167

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$23.49 - $71.77 $201,826 - $616,647	8,592 New	8,592 $203,000

Others Institutions Holding FNDX

# of Institutions

644

Shares Held

546M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.75 Billion
1.77% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$258 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$226 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$148 Million
7.37% of portfolio
Northwest Bancshares, Inc. Warren, PA

5.91M
Shares

$147 Million
26.0% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

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Cookson Peirce & CO Inc Schwab Fundamental U S Large C Transaction History