Summit Wealth Group LLC / CO Schwab Fundamental U S Large C Transaction History

Summit Wealth Group LLC / CO

  • $398 Billion
  • Q2 2025

A detailed history of Summit Wealth Group LLC / CO transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 20,508 shares of FNDX stock, worth $552,690. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,508
Holding current value
$552,690
% of portfolio
0.13%

Shares

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

Aug 13, 2025
BUY
$20.84 - $24.54 $427,386 - $503,266
20,508 New
20,508 $503 Million

Others Institutions Holding FNDX

# of Institutions
767
Shares Held
630M
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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