Hrt Financial LP Schwab Fundamental U S Large C Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

A detailed history of Hrt Financial LP transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hrt Financial LP holds 5,276 shares of FNDX stock, worth $130,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,276

Holding current value

$130,211

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $344,839 - $378,605	5,276 New	5,276 $378,000

Others Institutions Holding FNDX

# of Institutions

601

Shares Held

220M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.22 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

$78.9 Million
5.31% of portfolio
Charles Schwab Trust CO

2.71M
Shares

$66.8 Million
5.63% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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