Roger Wittlin Investment Advisory, LLC Schwab Fundamental U S Large C Transaction History

Roger Wittlin Investment Advisory, LLC

  • $177 Million
  • Q2 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 13,258 shares of FNDX stock, worth $350,674. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,258
Previous 13,200 0.44%
Holding current value
$350,674
Previous $311,000 4.5%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Jul 15, 2025
BUY
$20.84 - $24.54 $1,208 - $1,423
58 Added 0.44%
13,258 $325,000
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $206,712 - $631,576
8,800 Added 200.0%
13,200 $312,000
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $281,028 - $297,220
4,400 New
4,400 $294,000

Others Institutions Holding FNDX

# of Institutions
726
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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