Oak Wealth Advisors LLC Schwab Fundamental U S Large C Transaction History

Oak Wealth Advisors LLC

  • $172 Billion
  • Q3 2025

A detailed history of Oak Wealth Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 8,544 shares of FNDX stock, worth $227,014. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,544
Previous 9,794 12.76%
Holding current value
$227,014
Previous $240 Million 6.51%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$24.38 - $26.34 $30,475 - $32,925
-1,250 Reduced 12.76%
8,544 $225 Million
Q1 2025

Apr 23, 2025
SELL
$23.03 - $25.01 $17,779 - $19,307
-772 Reduced 7.31%
9,794 $231 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $248,195 - $758,321
10,566 New
10,566 $250 Million

Others Institutions Holding FNDX

# of Institutions
769
Shares Held
631M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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