Wingate Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

A detailed history of Wingate Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 240,448 shares of FNDX stock, worth $6.26 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares

240,448

Previous 209,862 14.57%

Holding current value

$6.26 Million

Previous $5.15 Billion 22.79%

% of portfolio

4.38%

Previous 4.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$24.38 - $26.34 $745,686 - $805,635	30,586 Added 14.57%	240,448 $6.32 Billion
Q2 2025 Jul 29, 2025	BUY	$20.84 - $24.54 $1.61 Million - $1.9 Million	77,430 Added 58.47%	209,862 $5.15 Billion
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $494,891 - $537,439	21,489 Added 19.37%	132,432 $3.13 Billion
Q4 2024 Jan 28, 2025	BUY	$23.49 - $71.77 $2.61 Million - $7.96 Million	110,943 New	110,943 $2.63 Billion

Others Institutions Holding FNDX

# of Institutions

738

Shares Held

621M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Wingate Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History