Jeppson Wealth Management, LLC Schwab Fundamental U S Large C Call Options Transaction History

Jeppson Wealth Management, LLC

$262 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FNDX

# of Institutions

570

Shares Held

188M

Call Options Held

0

Put Options Held

0

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

About SCHWAB FUNDAMENTAL U S LARGE C

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