Western Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Western Wealth Management, LLC

$1.8 Billion
Q3 2025

A detailed history of Western Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Western Wealth Management, LLC holds 19,977 shares of FNDX stock, worth $530,788. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,977

Previous 20,124 0.73%

Holding current value

$530,788

Previous $493,000 6.49%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$24.38 - $26.34 $3,583 - $3,871	-147 Reduced 0.73%	19,977 $525,000
Q2 2025 Aug 08, 2025	BUY	$20.84 - $24.54 $25,924 - $30,527	1,244 Added 6.59%	20,124 $493,000
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $124,523 - $135,229	5,407 Added 40.13%	18,880 $445,000
Q4 2024 Apr 15, 2025	SELL	$23.49 - $71.77 $54,966 - $167,941	-2,340 Reduced 14.8%	13,473 $319,000
Q4 2024 Feb 18, 2025	BUY	$23.49 - $71.77 $185,923 - $568,059	7,915 Added 100.22%	15,813 $374,000

Q3 2024 Nov 12, 2024	BUY	$65.36 - $71.76 $284,708 - $312,586	4,356 Added 122.98%	7,898 $566,000
Q2 2024 Jul 19, 2024	SELL	$63.87 - $67.55 $766 - $810	-12 Reduced 0.34%	3,542 $237,000
Q1 2024 May 02, 2024	SELL	$60.89 - $67.39 $142,482 - $157,692	-2,340 Reduced 39.7%	3,554 $239,000
Q4 2023 Jan 31, 2024	BUY	$53.46 - $62.11 $29,563 - $34,346	553 Added 10.35%	5,894 $365,000
Q3 2023 Nov 07, 2023	BUY	$55.81 - $59.78 $298,081 - $319,284	5,341 New	5,341 $298,000
Q1 2022 May 10, 2022	SELL	$55.41 - $59.9 $219,146 - $236,904	-3,955 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.44 - $58.74 $215,310 - $232,316	3,955 New	3,955 $233,000

Others Institutions Holding FNDX

# of Institutions

774

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Western Wealth Management, LLC Schwab Fundamental U S Large C Transaction History