High Net Worth Advisory Group LLC Schwab Fundamental U S Large C Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 7,830 shares of FNDX stock, worth $203,971. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,830
Holding current value
$203,971
% of portfolio
0.05%

Shares

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

Oct 29, 2025
BUY
$24.38 - $26.34 $190,895 - $206,242
7,830 New
7,830 $205,000
Q4 2021

Apr 27, 2022
BUY
$54.44 - $58.74 $142,088 - $153,311
2,610 New
2,610 $155,000

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
622M
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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