Zrc Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Zrc Wealth Management, LLC

  • $278 Billion
  • Q3 2025

A detailed history of Zrc Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 744,484 shares of FNDX stock, worth $19.8 Million. This represents 7.05% of its overall portfolio holdings.

Number of Shares
744,484
Previous 731,430 1.78%
Holding current value
$19.8 Million
Previous $18 Billion 9.02%
% of portfolio
7.05%
Previous 7.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$24.38 - $26.34 $318,256 - $343,842
13,054 Added 1.78%
744,484 $19.6 Billion
Q2 2025

Jul 08, 2025
BUY
$20.84 - $24.54 $66,542 - $78,356
3,193 Added 0.44%
731,430 $17.9 Billion
Q1 2025

Apr 09, 2025
BUY
$23.03 - $25.01 $89,955 - $97,689
3,906 Added 0.54%
728,237 $17.2 Billion
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $11.3 Million - $34.5 Million
481,051 Added 197.74%
724,331 $17.2 Billion
Q3 2024

Oct 04, 2024
BUY
$65.36 - $71.76 $176,079 - $193,321
2,694 Added 1.12%
243,280 $17.5 Billion
Q2 2024

Jul 08, 2024
BUY
$63.87 - $67.55 $407,746 - $431,239
6,384 Added 2.73%
240,586 $16.1 Billion
Q1 2024

Apr 19, 2024
BUY
$60.89 - $67.39 $885,888 - $980,457
14,549 Added 6.62%
234,202 $15.8 Billion
Q4 2023

Jan 16, 2024
SELL
$53.46 - $62.11 $6,147 - $7,142
-115 Reduced 0.05%
219,653 $12.3 Billion
Q3 2023

Oct 10, 2023
BUY
$55.81 - $59.78 $545,486 - $584,289
9,774 Added 4.65%
219,768 $12.3 Billion
Q2 2023

Jul 06, 2023
BUY
$53.84 - $57.58 $657,440 - $703,109
12,211 Added 6.17%
209,994 $12.4 Billion
Q1 2023

May 04, 2023
BUY
$52.49 - $57.54 $10.4 Million - $11.4 Million
197,783 New
197,783 $10.9 Billion

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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