Kingswood Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 59,088 shares of FNDX stock, worth $1.57 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

59,088

Previous 61,358 3.7%

Holding current value

$1.57 Million

Previous $1.51 Billion 3.21%

% of portfolio

0.09%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$24.38 - $26.34 $55,342 - $59,791	-2,270 Reduced 3.7%	59,088 $1.55 Billion
Q2 2025 Jul 23, 2025	BUY	$20.84 - $24.54 $30,739 - $36,196	1,475 Added 2.46%	61,358 $1.51 Billion
Q1 2025 Jul 25, 2025	SELL	$23.03 - $25.01 $33,969 - $36,889	-1,475 Reduced 2.4%	59,883 $1.41 Billion
Q1 2025 Apr 21, 2025	BUY	$23.03 - $25.01 $111,580 - $121,173	4,845 Added 8.8%	59,883 $1.41 Billion
Q4 2024 Jan 22, 2025	BUY	$23.49 - $71.77 $875,378 - $2.67 Million	37,266 Added 209.69%	55,038 $1.3 Billion

Q3 2024 Oct 21, 2024	SELL	$65.36 - $71.76 $79,216 - $86,973	-1,212 Reduced 6.38%	17,772 $1.28 Billion
Q2 2024 Jul 09, 2024	BUY	$63.87 - $67.55 $63,486 - $67,144	994 Added 5.53%	18,984 $1.27 Billion
Q1 2024 Apr 15, 2024	BUY	$60.89 - $67.39 $69,171 - $76,555	1,136 Added 6.74%	17,990 $121 Million
Q4 2023 Jan 16, 2024	BUY	$53.46 - $62.11 $901,014 - $1.05 Million	16,854 New	16,854 $1.04 Billion

Others Institutions Holding FNDX

# of Institutions

769

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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Kingswood Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History