Td Capital Management LLC Schwab Fundamental U S Large C Transaction History

Td Capital Management LLC

$972 Million
Q4 2024

A detailed history of Td Capital Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Td Capital Management LLC holds 413 shares of FNDX stock, worth $10,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares

413

Holding current value

$10,143

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$23.49 - $71.77 $9,701 - $29,641	413 New	413 $9,000

Others Institutions Holding FNDX

# of Institutions

639

Shares Held

537M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.66 Billion
1.77% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$255 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$224 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$147 Million
7.37% of portfolio
Northwest Bancshares, Inc. Warren, PA

5.91M
Shares

$145 Million
26.0% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Td Capital Management LLC Schwab Fundamental U S Large C Transaction History