Creekside Partners Schwab Fundamental U S Large C Transaction History

Creekside Partners

$181 Billion
Q2 2024

A detailed history of Creekside Partners transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Creekside Partners holds 3,734 shares of FNDX stock, worth $91,968. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,734

Holding current value

$91,968

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 30, 2024	BUY	$63.87 - $67.55 $238,490 - $252,231	3,734 New	3,734 $250 Million

Others Institutions Holding FNDX

# of Institutions

575

Shares Held

190M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.21 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$107 Million
0.94% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78.7 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$71.8 Million
11.84% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$51.7 Million
23.99% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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