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

Modera Wealth Management, LLC

  • $8.27 Billion
  • Q4 2025

A detailed history of Modera Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Modera Wealth Management, LLC holds 13,074 shares of FNDX stock, worth $347,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,074
Previous 13,589 3.79%
Holding current value
$347,376
Previous $357,000 2.8%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$25.68 - $26.95 $13,225 - $13,879
-515 Reduced 3.79%
13,074 $347,000
Q3 2025

Oct 31, 2025
SELL
$24.38 - $26.34 $3,023 - $3,266
-124 Reduced 0.9%
13,589 $357,000
Q2 2025

Aug 06, 2025
SELL
$20.84 - $24.54 $3,730 - $4,392
-179 Reduced 1.29%
13,713 $336,000
Q1 2025

May 08, 2025
BUY
$23.03 - $25.01 $8,267 - $8,978
359 Added 2.65%
13,892 $327,000
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $211,926 - $647,508
9,022 Added 200.0%
13,533 $320,000
Q3 2024

Oct 24, 2024
SELL
$65.36 - $71.76 $14,575 - $16,002
-223 Reduced 4.71%
4,511 $323,000
Q2 2024

Jul 29, 2024
SELL
$63.87 - $67.55 $57,163 - $60,457
-895 Reduced 15.9%
4,734 $317,000
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $48,468 - $53,642
796 Added 16.47%
5,629 $379,000
Q3 2023

Nov 30, 2023
SELL
$55.81 - $59.78 $31,811 - $34,074
-570 Reduced 10.55%
4,833 $270,000
Q3 2023

Nov 01, 2023
BUY
$55.81 - $59.78 $725 - $777
13 Added 0.24%
5,403 $302,000
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $290,197 - $310,356
5,390 New
5,390 $310,000

Others Institutions Holding FNDX

# of Institutions
780
Shares Held
634M
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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