Wedmont Private Capital Schwab Fundamental U S Large C Transaction History

Wedmont Private Capital

$2.61 Billion
Q3 2025

A detailed history of Wedmont Private Capital transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wedmont Private Capital holds 42,408 shares of FNDX stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

42,408

Previous 42,294 0.27%

Holding current value

$1.13 Million

Previous $1.04 Million 7.52%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$24.38 - $26.34 $2,779 - $3,002	114 Added 0.27%	42,408 $1.12 Million
Q2 2025 Jul 10, 2025	BUY	$20.84 - $24.54 $11,920 - $14,036	572 Added 1.37%	42,294 $1.04 Million
Q1 2025 Apr 14, 2025	BUY	$23.03 - $25.01 $141,634 - $153,811	6,150 Added 17.29%	41,722 $975,000
Q4 2024 Jan 13, 2025	BUY	$23.49 - $71.77 $557,065 - $1.7 Million	23,715 Added 200.01%	35,572 $842,000
Q1 2024 Apr 10, 2024	BUY	$60.89 - $67.39 $24,904 - $27,562	409 Added 3.57%	11,857 $799,000

Q3 2023 Oct 10, 2023	BUY	$55.81 - $59.78 $638,912 - $684,361	11,448 New	11,448 $640,000

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Wedmont Private Capital Schwab Fundamental U S Large C Transaction History