Wfa Of San Diego, LLC Schwab Fundamental U S Large C Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 171 shares of FNDX stock, worth $4,454. This represents 0.0% of its overall portfolio holdings.

Number of Shares
171
Previous 57 200.0%
Holding current value
$4,454
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$20.84 - $24.54 $2,375 - $2,797
114 Added 200.0%
171 $4,000
Q2 2023

Aug 10, 2023
BUY
$53.84 - $57.58 $3,068 - $3,282
57 New
57 $3,000
Q4 2022

Jan 31, 2023
BUY
$48.43 - $56.6 $2,760 - $3,226
57 New
57 $3,000
Q2 2022

Jul 28, 2022
BUY
$49.93 - $59.29 $13,031 - $15,474
261 New
261 $13,000

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

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