Magnolia Private Wealth, LLC Schwab Fundamental U S Large C Transaction History

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 223,627 shares of FNDX stock, worth $5.56 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares
223,627
Previous 257,515 13.16%
Holding current value
$5.56 Million
Previous $6.08 Billion 9.74%
% of portfolio
4.25%
Previous 5.01%

Shares

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

Jul 18, 2025
SELL
$20.84 - $24.54 $706,225 - $831,611
-33,888 Reduced 13.16%
223,627 $5.49 Billion
Q1 2025

Apr 15, 2025
SELL
$23.03 - $25.01 $204,137 - $221,688
-8,864 Reduced 3.33%
257,515 $6.08 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $6.26 Million - $19.1 Million
266,379 New
266,379 $6.31 Billion

Others Institutions Holding FNDX

# of Institutions
700
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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