Maia Wealth LLC Schwab Fundamental U S Large C Transaction History

Maia Wealth LLC

$594 Billion
Q3 2025

A detailed history of Maia Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Maia Wealth LLC holds 10,673 shares of FNDX stock, worth $283,581. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,673

Holding current value

$283,581

% of portfolio

0.05%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.38 - $26.34 $260,207 - $281,126	10,673 New	10,673 $285 Million
Q3 2024 Oct 30, 2024	BUY	$65.36 - $71.76 $313,270 - $343,945	4,793 Added 100.93%	9,542 $228 Million
Q2 2024 Jul 16, 2024	BUY	$63.87 - $67.55 $303,318 - $320,794	4,749 New	4,749 $327 Million

Others Institutions Holding FNDX

# of Institutions

769

Shares Held

631M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$10.9 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

17M
Shares

$452 Million
0.96% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Signature Estate & Investment Advisors LLC

7.88M
Shares

$209 Million
4.59% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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