Blake Schutter Theil Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 17,174 shares of FNDX stock, worth $421,793. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,174
Previous 5,748 198.78%
Holding current value
$421,793
Previous $412 Million 1.41%
% of portfolio
0.43%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $268,396 - $820,044
11,426 Added 198.78%
17,174 $407 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $375,689 - $412,476
5,748 New
5,748 $412 Million

Others Institutions Holding FNDX

# of Institutions
639
Shares Held
537M
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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