Marshall & Sterling Wealth Advisors Inc. Schwab Fundamental U S Large C Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,067 shares of FNDX stock, worth $54,961. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,067
Previous 2,058 0.44%
Holding current value
$54,961
Previous $48.6 Million 4.39%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 12, 2025
BUY
$20.84 - $24.54 $187 - $220
9 Added 0.44%
2,067 $50.7 Million
Q1 2025

May 15, 2025
BUY
$23.03 - $25.01 $207 - $225
9 Added 0.44%
2,058 $48.6 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $48,131 - $147,056
2,049 New
2,049 $48.5 Million

Others Institutions Holding FNDX

# of Institutions
746
Shares Held
623M
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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