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

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 121,241 shares of FNDX stock, worth $3.16 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

121,241

Previous 123,484 1.82%

Holding current value

$3.16 Million

Previous $2.92 Million 2.06%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$20.84 - $24.54 $46,744 - $55,043	-2,243 Reduced 1.82%	121,241 $2.98 Million
Q1 2025 May 12, 2025	SELL	$23.03 - $25.01 $68,790 - $74,704	-2,987 Reduced 2.36%	123,484 $2.92 Million
Q4 2024 Feb 06, 2025	BUY	$23.49 - $71.77 $1.97 Million - $6.03 Million	84,042 Added 198.08%	126,471 $2.99 Million
Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $2.77 Million - $3.04 Million	42,429 New	42,429 $3.04 Million
Q4 2023 Feb 08, 2024	SELL	$53.46 - $62.11 $2.13 Million - $2.47 Million	-39,797 Reduced 50.03%	39,753 $2.46 Million
Q3 2023 Oct 17, 2023	BUY	$55.81 - $59.78 $4.44 Million - $4.76 Million	79,550 New	79,550 $4.45 Million

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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