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 $37.5 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
$37.5 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
690
Shares Held
590M
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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