Blue Stem Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 3,490,978 shares of FNDX stock, worth $86.9 Million. This represents 10.53% of its overall portfolio holdings.

Number of Shares
3,490,978
Previous 1,582,382 120.62%
Holding current value
$86.9 Million
Previous $37.4 Billion 129.31%
% of portfolio
10.53%
Previous 5.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$20.84 - $24.54 $39.8 Million - $46.8 Million
1,908,596 Added 120.62%
3,490,978 $85.7 Billion
Q1 2025

May 07, 2025
SELL
$23.03 - $25.01 $15.5 Million - $16.8 Million
-671,881 Reduced 29.8%
1,582,382 $37.4 Billion
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $53 Million - $162 Million
2,254,263 New
2,254,263 $53.4 Billion

Others Institutions Holding FNDX

# of Institutions
723
Shares Held
619M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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