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

Blake Schutter Theil Wealth Advisors, LLC

  • $88 Billion
  • Q1 2025

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 17,134 shares of FNDX stock, worth $430,920. This represents 0.46% of its overall portfolio holdings.

Number of Shares
17,134
Previous 17,174 0.23%
Holding current value
$430,920
Previous $407 Million 0.53%
% of portfolio
0.46%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$23.03 - $25.01 $921 - $1,000
-40 Reduced 0.23%
17,134 $405 Million
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
696
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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