Summit Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Summit Asset Management, LLC

  • $639 Million
  • Q3 2025

A detailed history of Summit Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Summit Asset Management, LLC holds 8,460 shares of FNDX stock, worth $224,782. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,460
Holding current value
$224,782
% of portfolio
0.03%

Shares

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

Nov 06, 2025
BUY
$24.38 - $26.34 $206,254 - $222,836
8,460 New
8,460 $222,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
629M
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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