Curio Wealth, LLC Schwab Fundamental U S Large C Transaction History

Curio Wealth, LLC

$244 Billion
Q3 2025

A detailed history of Curio Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Curio Wealth, LLC holds 57 shares of FNDX stock, worth $1,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,536

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$24.38 - $26.34 $1,389 - $1,501	57 New	57 $1.5 Million

Others Institutions Holding FNDX

# of Institutions

767

Shares Held

630M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$11 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$439 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$236 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$236 Million
11.55% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$219 Million
0.05% of portfolio

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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