Bip Wealth, LLC Schwab Fundamental U S Large C Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bip Wealth, LLC holds 15,284 shares of FNDX stock, worth $375,222. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,284

Holding current value

$375,222

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $359,021 - $1.1 Million	15,284 New	15,284 $362 Million

Others Institutions Holding FNDX

# of Institutions

658

Shares Held

578M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

393M
Shares

$9.65 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

14.9M
Shares

$367 Million
1.03% of portfolio
Signature Estate & Investment Advisors LLC

10.4M
Shares

$255 Million
6.25% of portfolio
Mc Adam, LLC

9.11M
Shares

$224 Million
11.9% of portfolio
Steele Capital Management, Inc. Dubuque, IA

5.98M
Shares

$147 Million
7.37% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

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