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

Wealth Plan Partners, LLC

$552 Million
Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 21,788 shares of FNDX stock, worth $542,521. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,788

Previous 21,240 2.58%

Holding current value

$542,521

Previous $501 Million 99.89%

% of portfolio

0.1%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$20.84 - $24.54 $11,420 - $13,447	548 Added 2.58%	21,788 $534,000
Q1 2025 May 09, 2025	SELL	$23.03 - $25.01 $2,487 - $2,701	-108 Reduced 0.51%	21,240 $501 Million
Q4 2024 Jan 30, 2025	BUY	$23.49 - $71.77 $328,625 - $1 Million	13,990 Added 190.13%	21,348 $506 Million
Q3 2024 Nov 05, 2024	BUY	$65.36 - $71.76 $27,059 - $29,708	414 Added 5.96%	7,358 $528 Million
Q2 2024 Aug 09, 2024	SELL	$63.87 - $67.55 $9,580 - $10,132	-150 Reduced 2.11%	6,944 $465 Million
Q1 2024 May 07, 2024	SELL	$60.89 - $67.39 $2,983 - $3,302	-49 Reduced 0.69%	7,094 $478 Million
Q4 2023 Jan 05, 2024	BUY	$53.46 - $62.11 $23,950 - $27,825	448 Added 6.69%	7,143 $442 Million
Q3 2023 Nov 01, 2023	BUY	$55.81 - $59.78 $33,820 - $36,226	606 Added 9.95%	6,695 $375 Million
Q2 2023 Jul 31, 2023	BUY	$53.84 - $57.58 $38,872 - $41,572	722 Added 13.45%	6,089 $351 Million
Q1 2023 May 10, 2023	BUY	$52.49 - $57.54 $892 - $978	17 Added 0.32%	5,367 $295 Million
Q4 2022 Feb 16, 2023	BUY	$48.43 - $56.6 $259,100 - $302,810	5,350 New	5,350 $305 Million

Others Institutions Holding FNDX

# of Institutions

711

Shares Held

597M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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