Midland Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025

A detailed history of Midland Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 66,222 shares of FNDX stock, worth $1.65 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
66,222
Previous 75,204 11.94%
Holding current value
$1.65 Million
Previous $1.78 Billion 8.47%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Aug 07, 2025
SELL
$20.84 - $24.54 $187,184 - $220,418
-8,982 Reduced 11.94%
66,222 $1.63 Billion
Q1 2025

Apr 14, 2025
SELL
$23.03 - $25.01 $1.32 Million - $1.43 Million
-57,163 Reduced 43.19%
75,204 $1.78 Billion
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $2.19 Million - $6.68 Million
93,109 Added 237.17%
132,367 $3.13 Billion
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $2.57 Million - $2.82 Million
39,258 New
39,258 $2.82 Billion

Others Institutions Holding FNDX

# of Institutions
714
Shares Held
614M
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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