Plan A Wealth LLC Schwab Fundamental U S Large C Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Plan A Wealth LLC holds 19,781 shares of FNDX stock, worth $525,976. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,781
Previous 18,510 6.87%
Holding current value
$525,976
Previous $454 Million 14.53%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Nov 06, 2025
BUY
$24.38 - $26.34 $30,986 - $33,478
1,271 Added 6.87%
19,781 $520 Million
Q2 2025

Nov 06, 2025
BUY
$20.84 - $24.54 $144,442 - $170,086
6,931 Added 59.86%
18,510 $454 Million
Q1 2025

Nov 06, 2025
BUY
$23.03 - $25.01 $266,664 - $289,590
11,579 New
11,579 $273 Million

Others Institutions Holding FNDX

# of Institutions
751
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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