Strategic Wealth Partners, Ltd. Schwab Fundamental U S Large C Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 441 shares of FNDX stock, worth $11,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
441
Previous 441 -0.0%
Holding current value
$11,717
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
$20.84 - $24.54 $9,190 - $10,822
441 New
441 $10,000
Q1 2023

Apr 24, 2023
SELL
$52.49 - $57.54 $279,509 - $306,400
-5,325 Closed
0 $0
Q3 2022

Apr 24, 2023
SELL
$47.76 - $56.79 $47,760 - $56,790
-1,000 Reduced 15.81%
5,325 $0
Q2 2022

Aug 22, 2022
BUY
$49.93 - $59.29 $74,895 - $88,935
1,500 Added 31.09%
6,325 $322,000
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $254,856 - $271,647
4,825 New
4,825 $260,000
Q4 2019

Jan 30, 2020
SELL
$38.15 - $42.78 $4,387 - $4,919
-115 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$39.35 - $40.14 $747 - $762
-19 Reduced 14.18%
115 $4,000
Q2 2019

Aug 06, 2019
BUY
N/A
134 New
134 $5,000

Others Institutions Holding FNDX

# of Institutions
770
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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