Foguth Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Foguth Wealth Management, Llc.

$382 Billion
Q4 2024

A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 297,584 shares of FNDX stock, worth $7.34 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

297,584

Previous 86,229 245.11%

Holding current value

$7.34 Million

Previous $6.14 Billion 19.56%

% of portfolio

1.92%

Previous 2.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$23.49 - $71.77 $4.96 Million - $15.2 Million	211,355 Added 245.11%	297,584 $7.34 Billion
Q3 2024 Oct 09, 2024	BUY	$65.36 - $71.76 $1.31 Million - $1.44 Million	20,119 Added 30.43%	86,229 $6.14 Billion
Q2 2024 Jul 16, 2024	BUY	$63.87 - $67.55 $770,847 - $815,260	12,069 Added 22.33%	66,110 $4.43 Billion
Q1 2024 Apr 17, 2024	BUY	$60.89 - $67.39 $3.29 Million - $3.64 Million	54,041 New	54,041 $3.64 Billion

Others Institutions Holding FNDX

# of Institutions

630

Shares Held

531M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Foguth Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History