Keener Financial Planning LLC Schwab Fundamental U S Large C Transaction History

Keener Financial Planning LLC

$169 Million
Q4 2024

A detailed history of Keener Financial Planning LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Keener Financial Planning LLC holds 72 shares of FNDX stock, worth $1,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,775

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $1,691 - $5,167	72 New	72 $1,000

Others Institutions Holding FNDX

# of Institutions

606

Shares Held

225M

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

$114 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$78.8 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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Keener Financial Planning LLC Schwab Fundamental U S Large C Transaction History