Wolff Wiese Magana LLC Schwab Fundamental U S Large C Transaction History

Wolff Wiese Magana LLC

$168 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$20.84 - $24.54 $1,625 - $1,914	78 New	78 $1,000
Q2 2021 Jul 15, 2021	BUY	$52.09 - $56.08 $64,331 - $69,258	1,235 New	1,235 $68,000

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

409M
Shares

$10.9 Billion
1.79% of portfolio
Captrust Financial Advisors Raleigh, NC

17M
Shares

$452 Million
0.96% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$233 Million
32.39% of portfolio
Mc Adam, LLC

8.75M
Shares

$233 Million
11.55% of portfolio
Signature Estate & Investment Advisors LLC

7.88M
Shares

$209 Million
4.59% of portfolio

About SCHWAB FUNDAMENTAL U S LARGE C

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