Ronald Blue Trust, Inc. Schwab Fundamental U S Large C Transaction History

Ronald Blue Trust, Inc.

$7.98 Billion
Q3 2024

A detailed history of Ronald Blue Trust, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ronald Blue Trust, Inc. holds 43 shares of FNDX stock, worth $1,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,009

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$65.36 - $71.76 $2,810 - $3,085	43 New	43 $3,000
Q4 2023 Jan 18, 2024	BUY	$53.46 - $62.11 $118,039 - $137,138	2,208 New	2,208 $124,000
Q1 2023 Apr 17, 2023	BUY	$52.49 - $57.54 $17,216 - $18,873	328 New	328 $18,000
Q3 2022 Oct 21, 2022	BUY	$47.76 - $56.79 $46,422 - $55,199	972 New	972 $49,000

Others Institutions Holding FNDX

# of Institutions

597

Shares Held

195M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

131M
Shares

$3.07 Billion
1.82% of portfolio
Captrust Financial Advisors Raleigh, NC

4.64M
Shares

$109 Million
1.01% of portfolio
Signature Estate & Investment Advisors LLC

3.2M
Shares

$75.1 Million
5.31% of portfolio
Mc Adam, LLC

2.92M
Shares

$68.5 Million
11.84% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.33M
Shares

$54.8 Million
0.04% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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Ronald Blue Trust, Inc. Schwab Fundamental U S Large C Transaction History