Evergreen Capital Management LLC Schwab Fundamental U S Large C Transaction History

Evergreen Capital Management LLC

  • $4.03 Billion
  • Q4 2025

A detailed history of Evergreen Capital Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Evergreen Capital Management LLC holds 14,013 shares of FNDX stock, worth $372,325. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,013
Previous 14,013 -0.0%
Holding current value
$372,325
Previous $368,000 1.09%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$20.84 - $24.54 $58,143 - $68,466
2,790 Added 24.86%
14,013 $343,000
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $11,322 - $34,593
482 Added 4.49%
11,223 $265,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $145,304 - $168,814
2,718 Added 33.88%
10,741 $665,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $447,763 - $479,614
8,023 New
8,023 $449,000

Others Institutions Holding FNDX

# of Institutions
785
Shares Held
634M
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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