Hrc Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Hrc Wealth Management, LLC

  • $161 Billion
  • Q1 2025

A detailed history of Hrc Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hrc Wealth Management, LLC holds 31,554 shares of FNDX stock, worth $747,198. This represents 0.46% of its overall portfolio holdings.

Number of Shares
31,554
Previous 31,006 1.77%
Holding current value
$747,198
Previous $734 Million 1.47%
% of portfolio
0.46%
Previous 0.44%

Shares

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

May 12, 2025
BUY
$23.03 - $25.01 $12,620 - $13,705
548 Added 1.77%
31,554 $745 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $507,665 - $1.55 Million
21,612 Added 230.06%
31,006 $734 Million
Q3 2024

Nov 12, 2024
BUY
$65.36 - $71.76 $5,490 - $6,027
84 Added 0.9%
9,394 $674 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $40,238 - $42,556
630 Added 7.26%
9,310 $624 Million
Q1 2024

May 13, 2024
BUY
$60.89 - $67.39 $528,525 - $584,945
8,680 New
8,680 $585 Million

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
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
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