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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 48,825 shares of FNDX stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
48,825
Previous 49,143 0.65%
Holding current value
$1.27 Million
Previous $1.16 Million 3.28%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Aug 14, 2025
SELL
$20.84 - $24.54 $6,627 - $7,803
-318 Reduced 0.65%
48,825 $1.2 Million
Q1 2025

May 30, 2025
BUY
$23.03 - $25.01 $59,555 - $64,675
2,586 Added 5.55%
49,143 $1.16 Million
Q1 2025

May 15, 2025
BUY
$23.03 - $25.01 $1.07 Million - $1.16 Million
46,557 New
46,557 $1.1 Billion

Others Institutions Holding FNDX

# of Institutions
740
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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