Wealth Care Investment Partners, LLC Schwab Fundamental U S Large C Transaction History

Wealth Care Investment Partners, LLC

$259 Million
Q2 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 106,079 shares of FNDX stock, worth $2.63 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

106,079

Previous 129,264 17.94%

Holding current value

$2.63 Million

Previous $3.05 Million 14.68%

% of portfolio

1.0%

Previous 1.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$20.84 - $24.54 $483,175 - $568,959	-23,185 Reduced 17.94%	106,079 $2.6 Million
Q1 2025 Apr 22, 2025	BUY	$23.03 - $25.01 $342,110 - $371,523	14,855 Added 12.98%	129,264 $3.05 Million
Q4 2024 Feb 03, 2025	BUY	$23.49 - $71.77 $1.91 Million - $5.85 Million	81,453 Added 247.16%	114,409 $2.71 Million
Q3 2024 Oct 08, 2024	BUY	$65.36 - $71.76 $956,282 - $1.05 Million	14,631 Added 79.84%	32,956 $2.36 Million
Q2 2024 Jul 18, 2024	BUY	$63.87 - $67.55 $325,353 - $344,099	5,094 Added 38.5%	18,325 $1.23 Million
Q1 2024 Apr 15, 2024	BUY	$60.89 - $67.39 $295,499 - $327,043	4,853 Added 57.93%	13,231 $891,000
Q4 2023 Jan 18, 2024	BUY	$53.46 - $62.11 $447,887 - $520,357	8,378 New	8,378 $518,000

Others Institutions Holding FNDX

# of Institutions

695

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Wealth Care Investment Partners, LLC Schwab Fundamental U S Large C Transaction History