Foguth Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History

Foguth Wealth Management, Llc.

$645 Billion
Q4 2025

A detailed history of Foguth Wealth Management, Llc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 163,983 shares of FNDX stock, worth $4.36 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

163,983

Previous 74,082 121.35%

Holding current value

$4.36 Million

Previous $1.82 Billion 147.51%

% of portfolio

0.7%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$25.68 - $26.95 $2.31 Million - $2.42 Million	89,901 Added 121.35%	163,983 $4.5 Billion
Q2 2025 Jul 22, 2025	SELL	$20.84 - $24.54 $3.39 Million - $3.99 Million	-162,783 Reduced 68.72%	74,082 $1.82 Billion
Q1 2025 May 15, 2025	SELL	$23.03 - $25.01 $1.4 Million - $1.52 Million	-60,719 Reduced 20.4%	236,865 $5.59 Billion
Q4 2024 Jan 27, 2025	BUY	$23.49 - $71.77 $4.96 Million - $15.2 Million	211,355 Added 245.11%	297,584 $7.34 Billion
Q3 2024 Oct 09, 2024	BUY	$65.36 - $71.76 $1.31 Million - $1.44 Million	20,119 Added 30.43%	86,229 $6.14 Billion

Q2 2024 Jul 16, 2024	BUY	$63.87 - $67.55 $770,847 - $815,260	12,069 Added 22.33%	66,110 $4.43 Billion
Q1 2024 Apr 17, 2024	BUY	$60.89 - $67.39 $3.29 Million - $3.64 Million	54,041 New	54,041 $3.64 Billion

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Foguth Wealth Management, Llc. Schwab Fundamental U S Large C Transaction History