Wisconsin Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Wisconsin Wealth Advisors, LLC

  • $102 Billion
  • Q4 2025

Shares

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

Oct 06, 2025
SELL
$24.38 - $26.34 $49,174 - $53,127
-2,017 Reduced 14.0%
12,389 $326 Million
Q2 2025

Aug 12, 2025
BUY
$20.84 - $24.54 $300,221 - $353,523
14,406 New
14,406 $354 Million

Others Institutions Holding FNDX

# of Institutions
776
Shares Held
632M
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
Track This Portfolio

Track Wisconsin Wealth Advisors, LLC Portfolio

Follow Wisconsin Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wisconsin Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wisconsin Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email