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

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025

A detailed history of Accredited Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 286 shares of FNDX stock, worth $7,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
286
Previous 300 4.67%
Holding current value
$7,599
Previous $7.36 Million 7.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$24.38 - $26.34 $341 - $368
-14 Reduced 4.67%
286 $7.89 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $7,046 - $21,531
300 New
300 $7.1 Million

Others Institutions Holding FNDX

# of Institutions
769
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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