Aberdeen Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Aberdeen Wealth Management LLC

  • $144 Million
  • Q2 2025

A detailed history of Aberdeen Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aberdeen Wealth Management LLC holds 90,929 shares of FNDX stock, worth $2.34 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
90,929
Previous 86,929 4.6%
Holding current value
$2.34 Million
Previous $2.05 Million 8.72%
% of portfolio
1.55%
Previous 1.47%

Shares

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

Aug 14, 2025
BUY
$20.84 - $24.54 $83,360 - $98,160
4,000 Added 4.6%
90,929 $2.23 Million
Q1 2025

May 16, 2025
BUY
$23.03 - $25.01 $2 Million - $2.17 Million
86,929 New
86,929 $2.05 Million

Others Institutions Holding FNDX

# of Institutions
726
Shares Held
620M
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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