Klingman & Associates, LLC Schwab Fundamental U S Large C Transaction History

Klingman & Associates, LLC

  • $1.97 Billion
  • Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Klingman & Associates, LLC holds 7,999 shares of FNDX stock, worth $215,573. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,999
Holding current value
$215,573
% of portfolio
0.01%

Shares

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

Oct 27, 2025
BUY
$24.38 - $26.34 $195,015 - $210,693
7,999 New
7,999 $210,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
629M
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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