Wcg Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 52,026 shares of FNDX stock, worth $1.36 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
52,026
Previous 22,219 134.15%
Holding current value
$1.36 Million
Previous $524,000 143.51%
% of portfolio
0.09%
Previous 0.04%

Shares

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

Aug 13, 2025
BUY
$20.84 - $24.54 $621,177 - $731,463
29,807 Added 134.15%
52,026 $1.28 Million
Q1 2025

May 14, 2025
BUY
$23.03 - $25.01 $87,721 - $95,263
3,809 Added 20.69%
22,219 $525,000
Q4 2024

Feb 18, 2025
BUY
$23.49 - $71.77 $432,450 - $1.32 Million
18,410 New
18,410 $435,000

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
623M
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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