Liberty Square Wealth Partners LLC Schwab Fundamental U S Large C Transaction History

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 12,540 shares of FNDX stock, worth $333,187. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,540
Previous 11,295 11.02%
Holding current value
$333,187
Previous $277 Million 18.99%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 06, 2025
BUY
$24.38 - $26.34 $30,353 - $32,793
1,245 Added 11.02%
12,540 $330 Million
Q4 2024

Feb 24, 2025
BUY
$23.49 - $71.77 $265,319 - $810,642
11,295 New
11,295 $280 Million

Others Institutions Holding FNDX

# of Institutions
771
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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