Fsa Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Fsa Wealth Management LLC

$229 Million
Q1 2024

A detailed history of Fsa Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fsa Wealth Management LLC holds 854 shares of FNDX stock, worth $20,402. This represents 0.02% of its overall portfolio holdings.

Number of Shares

854

Holding current value

$20,402

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	BUY	$60.89 - $67.39 $52,000 - $57,551	854 New	854 $57,000

Others Institutions Holding FNDX

# of Institutions

570

Shares Held

188M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

130M
Shares

$3.11 Billion
1.68% of portfolio
Captrust Financial Advisors Raleigh, NC

4.33M
Shares

$103 Million
0.94% of portfolio
Mc Adam, LLC

2.92M
Shares

$69.7 Million
11.84% of portfolio
Signature Estate & Investment Advisors LLC

2.69M
Shares

$64.4 Million
4.53% of portfolio
Northwest Bancshares, Inc. Warren, PA

2.1M
Shares

$50.2 Million
23.99% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Fsa Wealth Management LLC Schwab Fundamental U S Large C Transaction History