Ptm Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025

A detailed history of Ptm Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 1,213,562 shares of FNDX stock, worth $30.1 Million. This represents 20.09% of its overall portfolio holdings.

Number of Shares
1,213,562
Previous 1,161,288 4.5%
Holding current value
$30.1 Million
Previous $24.2 Billion 25.46%
% of portfolio
20.09%
Previous 25.46%

Shares

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

Jul 08, 2025
BUY
$20.84 - $24.54 $1.09 Million - $1.28 Million
52,274 Added 4.5%
1,213,562 $30.4 Billion
Q1 2025

May 07, 2025
BUY
$23.03 - $25.01 $26.7 Million - $29 Million
1,161,288 New
1,161,288 $24.2 Billion

Others Institutions Holding FNDX

# of Institutions
695
Shares Held
590M
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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