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

Wilkins Miller Wealth Management, LLC

$161 Billion
Q3 2025

A detailed history of Wilkins Miller Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wilkins Miller Wealth Management, LLC holds 173,807 shares of FNDX stock, worth $4.62 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

173,807

Previous 174,270 0.27%

Holding current value

$4.62 Million

Previous $4.28 Billion 6.92%

% of portfolio

2.83%

Previous 2.91%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$24.38 - $26.34 $11,287 - $12,195	-463 Reduced 0.27%	173,807 $4.57 Billion
Q2 2025 Aug 14, 2025	BUY	$20.84 - $24.54 $102,970 - $121,252	4,941 Added 2.92%	174,270 $4.28 Billion
Q1 2025 May 13, 2025	SELL	$23.03 - $25.01 $4,168 - $4,526	-181 Reduced 0.11%	169,329 $4 Billion
Q4 2024 Feb 24, 2025	BUY	$23.49 - $71.77 $3.98 Million - $12.2 Million	169,510 New	169,510 $4.01 Billion

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
Sector ETFs
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Wilkins Miller Wealth Management, LLC Schwab Fundamental U S Large C Transaction History