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

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 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 1,544 shares of FNDX stock, worth $40,946. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,544
Previous 2,586 40.29%
Holding current value
$40,946
Previous $61.1 Million 37.94%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
727
Shares Held
620M
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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