Magnolia Private Wealth, LLC Schwab Fundamental U S Large C Transaction History

Magnolia Private Wealth, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Magnolia Private Wealth, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 200,991 shares of FNDX stock, worth $5.34 Million. This represents 3.88% of its overall portfolio holdings.

Number of Shares
200,991
Previous 223,627 10.12%
Holding current value
$5.34 Million
Previous $5.49 Billion 3.68%
% of portfolio
3.88%
Previous 4.25%

Shares

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

Nov 06, 2025
SELL
$24.38 - $26.34 $551,865 - $596,232
-22,636 Reduced 10.12%
200,991 $5.29 Billion
Q2 2025

Jul 18, 2025
SELL
$20.84 - $24.54 $706,225 - $831,611
-33,888 Reduced 13.16%
223,627 $5.49 Billion
Q1 2025

Apr 15, 2025
SELL
$23.03 - $25.01 $204,137 - $221,688
-8,864 Reduced 3.33%
257,515 $6.08 Billion
Q4 2024

Feb 04, 2025
BUY
$23.49 - $71.77 $6.26 Million - $19.1 Million
266,379 New
266,379 $6.31 Billion

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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