Wealth Plan Partners, LLC Schwab Fundamental U S Large C Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 20,917 shares of FNDX stock, worth $555,764. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,917
Previous 21,788 4.0%
Holding current value
$555,764
Previous $534,000 3.0%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 27, 2025
SELL
$24.38 - $26.34 $21,234 - $22,942
-871 Reduced 4.0%
20,917 $550,000
Q2 2025

Jul 28, 2025
BUY
$20.84 - $24.54 $11,420 - $13,447
548 Added 2.58%
21,788 $534,000
Q1 2025

May 09, 2025
SELL
$23.03 - $25.01 $2,487 - $2,701
-108 Reduced 0.51%
21,240 $501 Million
Q4 2024

Jan 30, 2025
BUY
$23.49 - $71.77 $328,625 - $1 Million
13,990 Added 190.13%
21,348 $506 Million
Q3 2024

Nov 05, 2024
BUY
$65.36 - $71.76 $27,059 - $29,708
414 Added 5.96%
7,358 $528 Million
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $9,580 - $10,132
-150 Reduced 2.11%
6,944 $465 Million
Q1 2024

May 07, 2024
SELL
$60.89 - $67.39 $2,983 - $3,302
-49 Reduced 0.69%
7,094 $478 Million
Q4 2023

Jan 05, 2024
BUY
$53.46 - $62.11 $23,950 - $27,825
448 Added 6.69%
7,143 $442 Million
Q3 2023

Nov 01, 2023
BUY
$55.81 - $59.78 $33,820 - $36,226
606 Added 9.95%
6,695 $375 Million
Q2 2023

Jul 31, 2023
BUY
$53.84 - $57.58 $38,872 - $41,572
722 Added 13.45%
6,089 $351 Million
Q1 2023

May 10, 2023
BUY
$52.49 - $57.54 $892 - $978
17 Added 0.32%
5,367 $295 Million
Q4 2022

Feb 16, 2023
BUY
$48.43 - $56.6 $259,100 - $302,810
5,350 New
5,350 $305 Million

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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