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

Angeles Wealth Management, LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Angeles Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 67,485 shares of FNDX stock, worth $1.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
67,485
Previous 71,358 5.43%
Holding current value
$1.69 Million
Previous $1.68 Million 1.66%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Jul 29, 2025
SELL
$20.84 - $24.54 $80,713 - $95,043
-3,873 Reduced 5.43%
67,485 $1.66 Million
Q1 2025

May 07, 2025
BUY
$23.03 - $25.01 $4,836 - $5,252
210 Added 0.3%
71,358 $1.68 Million
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $1.18 Million - $3.62 Million
50,432 Added 243.44%
71,148 $1.68 Million
Q2 2024

Aug 07, 2024
BUY
$63.87 - $67.55 $95,677 - $101,189
1,498 Added 7.79%
20,716 $1.39 Million
Q2 2022

Aug 04, 2022
BUY
$49.93 - $59.29 $959,554 - $1.14 Million
19,218 New
19,218 $978,000

Others Institutions Holding FNDX

# of Institutions
698
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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