Blake Schutter Theil Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Blake Schutter Theil Wealth Advisors, LLC

  • $94.7 Billion
  • Q4 2024

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 17,174 shares of FNDX stock, worth $419,904. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,174
Previous 5,748 198.78%
Holding current value
$419,904
Previous $412 Million 1.41%
% of portfolio
0.43%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $268,396 - $820,044
11,426 Added 198.78%
17,174 $407 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $375,689 - $412,476
5,748 New
5,748 $412 Million

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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
Track This Portfolio

Track Blake Schutter Theil Wealth Advisors, LLC Portfolio

Follow Blake Schutter Theil Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blake Schutter Theil Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blake Schutter Theil Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email