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

Schrum Private Wealth Management LLC

  • $124 Million
  • Q2 2025

A detailed history of Schrum Private Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 74,027 shares of FNDX stock, worth $1.96 Million. This represents 1.46% of its overall portfolio holdings.

Number of Shares
74,027
Previous 74,018 0.01%
Holding current value
$1.96 Million
Previous $1.75 Million 3.95%
% of portfolio
1.46%
Previous 1.54%

Shares

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

Jul 23, 2025
BUY
$20.84 - $24.54 $187 - $220
9 Added 0.01%
74,027 $1.82 Million
Q1 2025

May 02, 2025
BUY
$23.03 - $25.01 $184 - $200
8 Added 0.01%
74,018 $1.75 Million
Q4 2024

Feb 06, 2025
BUY
$23.49 - $71.77 $600,592 - $1.84 Million
25,568 Added 52.78%
74,010 $1.75 Million
Q3 2024

Nov 05, 2024
BUY
$65.36 - $71.76 $1.58 Million - $1.74 Million
24,222 Added 100.01%
48,442 $3.48 Million
Q1 2024

May 02, 2024
BUY
$60.89 - $67.39 $60 - $67
1 Added 0.0%
24,220 $1.63 Million
Q4 2023

Jan 25, 2024
BUY
$53.46 - $62.11 $427 - $496
8 Added 0.03%
24,219 $1.5 Million
Q3 2023

Nov 06, 2023
BUY
$55.81 - $59.78 $55 - $59
1 Added 0.0%
24,211 $1.36 Million
Q1 2023

Apr 19, 2023
BUY
$52.49 - $57.54 $14,224 - $15,593
271 Added 1.13%
24,210 $1.33 Million
Q4 2022

Jan 19, 2023
BUY
$48.43 - $56.6 $48 - $56
1 Added 0.0%
23,939 $0
Q3 2022

Oct 26, 2022
BUY
$47.76 - $56.79 $47 - $56
1 Added 0.0%
23,938 $1.14 Million
Q2 2022

Jul 22, 2022
BUY
$49.93 - $59.29 $49 - $59
1 Added 0.0%
23,937 $1.22 Million
Q1 2022

May 05, 2022
BUY
$55.41 - $59.9 $8,200 - $8,865
148 Added 0.62%
23,936 $1.38 Million
Q4 2021

Mar 11, 2022
BUY
$54.44 - $58.74 $1.3 Million - $1.4 Million
23,788 New
23,788 $1.39 Million

Others Institutions Holding FNDX

# of Institutions
725
Shares Held
619M
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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