Whipplewood Advisors, LLC Schwab Fundamental U S Large C Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 63,933 shares of FNDX stock, worth $1.59 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
63,933
Previous 927 6796.76%
Holding current value
$1.59 Million
Previous $1.44 Billion 8.62%
% of portfolio
0.86%
Previous 0.85%

Shares

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

Jul 31, 2025
BUY
$20.84 - $24.54 $1.31 Million - $1.55 Million
63,006 Added 6796.76%
63,933 $1.57 Billion
Q1 2025

Apr 09, 2025
SELL
$23.03 - $25.01 $1.41 Million - $1.53 Million
-61,254 Reduced 98.51%
927 $1.44 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $1.46 Million - $4.46 Million
62,181 New
62,181 $1.47 Billion

Others Institutions Holding FNDX

# of Institutions
722
Shares Held
617M
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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