Blue Stem Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History

Blue Stem Wealth Partners, LLC

  • $733 Billion
  • Q1 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 1,582,382 shares of FNDX stock, worth $39.4 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares
1,582,382
Previous 2,254,263 29.8%
Holding current value
$39.4 Million
Previous $53.4 Billion 30.01%
% of portfolio
5.09%
Previous 7.01%

Shares

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

May 07, 2025
SELL
$23.03 - $25.01 $15.5 Million - $16.8 Million
-671,881 Reduced 29.8%
1,582,382 $37.4 Billion
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $53 Million - $162 Million
2,254,263 New
2,254,263 $53.4 Billion

Others Institutions Holding FNDX

# of Institutions
700
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
Track This Portfolio

Track Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, 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 Blue Stem Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email