Bip Wealth, LLC Schwab Fundamental U S Large C Transaction History

Bip Wealth, LLC

  • $2.72 Billion
  • Q3 2025

A detailed history of Bip Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bip Wealth, LLC holds 15,633 shares of FNDX stock, worth $415,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,633
Previous 16,058 2.65%
Holding current value
$415,368
Previous $394 Million 99.9%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$24.38 - $26.34 $10,361 - $11,194
-425 Reduced 2.65%
15,633 $411,000
Q2 2025

Jul 31, 2025
SELL
$20.84 - $24.54 $2,042 - $2,404
-98 Reduced 0.61%
16,058 $394 Million
Q1 2025

May 02, 2025
BUY
$23.03 - $25.01 $20,082 - $21,808
872 Added 5.71%
16,156 $381 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $359,021 - $1.1 Million
15,284 New
15,284 $362 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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