Smallwood Wealth Investment Management, LLC Schwab Fundamental U S Large C Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 645 shares of FNDX stock, worth $14,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares
645
Holding current value
$14,718
% of portfolio
0.01%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$23.03 - $25.01 $14,854 - $16,131
645 New
645 $15,000

Others Institutions Holding FNDX

# of Institutions
689
Shares Held
589M
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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