Heritage Wealth Management, Inc. Schwab Fundamental U S Large C Transaction History

Heritage Wealth Management, Inc.

  • $341 Billion
  • Q3 2025

A detailed history of Heritage Wealth Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 33,071 shares of FNDX stock, worth $878,696. This represents 0.26% of its overall portfolio holdings.

Number of Shares
33,071
Previous 26,277 25.86%
Holding current value
$878,696
Previous $645 Million 34.88%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Nov 04, 2025
BUY
$24.38 - $26.34 $165,637 - $178,953
6,794 Added 25.86%
33,071 $870 Million
Q2 2025

Aug 14, 2025
BUY
$20.84 - $24.54 $547,612 - $644,837
26,277 New
26,277 $645 Million

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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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