Revolve Wealth Partners, LLC Schwab Fundamental U S Large C Transaction History

Revolve Wealth Partners, LLC

  • $800 Million
  • Q3 2025

A detailed history of Revolve Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 31,307 shares of FNDX stock, worth $815,547. This represents 0.1% of its overall portfolio holdings.

Number of Shares
31,307
Previous 31,407 0.32%
Holding current value
$815,547
Previous $770,000 6.88%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 14, 2025
SELL
$24.38 - $26.34 $2,438 - $2,634
-100 Reduced 0.32%
31,307 $823,000
Q2 2025

Jul 28, 2025
SELL
$20.84 - $24.54 $73,023 - $85,988
-3,504 Reduced 10.04%
31,407 $770,000
Q1 2025

Apr 14, 2025
BUY
$23.03 - $25.01 $104,809 - $113,820
4,551 Added 14.99%
34,911 $816,000
Q4 2024

Jan 22, 2025
BUY
$23.49 - $71.77 $713,156 - $2.18 Million
30,360 New
30,360 $718,000

Others Institutions Holding FNDX

# of Institutions
738
Shares Held
621M
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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