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

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

A detailed history of Private Wealth Management Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 2,725 shares of FNDX stock, worth $72,403. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,725
Previous 1,544 76.49%
Holding current value
$72,403
Previous $37.9 Million 89.15%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 17, 2025
BUY
$24.38 - $26.34 $28,792 - $31,107
1,181 Added 76.49%
2,725 $71.7 Million
Q2 2025

Jul 29, 2025
SELL
$20.84 - $24.54 $21,715 - $25,570
-1,042 Reduced 40.29%
1,544 $37.9 Million
Q1 2025

May 02, 2025
BUY
$23.03 - $25.01 $59,555 - $64,675
2,586 New
2,586 $61.1 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email