A detailed history of Equity Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Equity Wealth Partners, LLC holds 186,953 shares of FNDX stock, worth $4.97 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
186,953
Holding current value
$4.97 Million
% of portfolio
3.99%

Shares

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

Nov 17, 2025

BUY
$24.38 - $26.34 $4.56 Million - $4.92 Million
186,953 New
186,953 $4.92 Billion

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Equity Wealth Partners, LLC Portfolio

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

News

Stay updated on Equity Wealth Partners, LLC with notifications on news.