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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 56,984 shares of FNDX stock, worth $1.46 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
56,984
Previous 58,201 2.09%
Holding current value
$1.46 Million
Previous $1.37 Million 1.75%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$20.84 - $24.54 $25,362 - $29,865
-1,217 Reduced 2.09%
56,984 $1.4 Million
Q1 2025

May 15, 2025
SELL
$23.03 - $25.01 $154,093 - $167,341
-6,691 Reduced 10.31%
58,201 $1.37 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $983,573 - $3.01 Million
41,872 Added 181.89%
64,892 $1.54 Million
Q3 2024

Nov 14, 2024
SELL
$65.36 - $71.76 $12,222 - $13,419
-187 Reduced 0.81%
23,020 $1.65 Million
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $111,069 - $117,469
1,739 Added 8.1%
23,207 $1.55 Million
Q1 2024

May 15, 2024
BUY
$60.89 - $67.39 $844,726 - $934,901
13,873 Added 182.66%
21,468 $1.45 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $26,783 - $31,117
501 Added 7.06%
7,595 $470,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $62,395 - $66,834
1,118 Added 18.71%
7,094 $397,000
Q2 2023

Aug 14, 2023
BUY
$53.84 - $57.58 $74,729 - $79,921
1,388 Added 30.25%
5,976 $344,000
Q1 2023

May 15, 2023
SELL
$52.49 - $57.54 $32,491 - $35,617
-619 Reduced 11.89%
4,588 $251,000
Q4 2022

Feb 14, 2023
SELL
$48.43 - $56.6 $1,307 - $1,528
-27 Reduced 0.52%
5,207 $278,000
Q3 2022

Nov 22, 2022
BUY
$47.76 - $56.79 $249,975 - $297,238
5,234 New
5,234 $250,000
Q2 2018

Aug 13, 2018
SELL
N/A
-521 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
521
521 $18,000

Others Institutions Holding FNDX

# of Institutions
726
Shares Held
620M
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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