Lee Danner & Bass Inc Schwab Fundamental U S Large C Transaction History

Lee Danner & Bass Inc

$1.24 Billion
Q4 2024

A detailed history of Lee Danner & Bass Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lee Danner & Bass Inc holds 3,948 shares of FNDX stock, worth $96,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,948

Holding current value

$96,528

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$23.49 - $71.77 $92,738 - $283,347	3,948 New	3,948 $93,000

Others Institutions Holding FNDX

# of Institutions

628

Shares Held

519M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.61 Billion
1.77% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$254 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$223 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$146 Million
7.37% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$113 Million
1.01% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Lee Danner & Bass Inc Schwab Fundamental U S Large C Transaction History