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

Sagespring Wealth Partners, LLC

  • $5.5 Trillion
  • Q4 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 11,041 shares of FNDX stock, worth $293,359. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,041
Previous 10,992 0.45%
Holding current value
$293,359
Previous $289 Million 3.92%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$25.68 - $26.95 $1,258 - $1,320
49 Added 0.45%
11,041 $300 Million
Q3 2025

Oct 31, 2025
SELL
$24.38 - $26.34 $26,110 - $28,210
-1,071 Reduced 8.88%
10,992 $289 Million
Q2 2025

Jul 28, 2025
SELL
$20.84 - $24.54 $33,448 - $39,386
-1,605 Reduced 11.74%
12,063 $296 Million
Q1 2025

Apr 17, 2025
SELL
$23.03 - $25.01 $59,164 - $64,250
-2,569 Reduced 15.82%
13,668 $323 Million
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $381,407 - $1.17 Million
16,237 New
16,237 $384 Million

Others Institutions Holding FNDX

# of Institutions
770
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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