Aa Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Aa Financial Advisors, LLC

$410 Billion
Q1 2025

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 284,870 shares of FNDX stock, worth $6.29 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

284,870

Previous 283,744 0.4%

Holding current value

$6.29 Million

Previous $6.72 Billion 0.1%

% of portfolio

1.64%

Previous 1.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$23.03 - $25.01 $25,931 - $28,161	1,126 Added 0.4%	284,870 $6.73 Billion
Q4 2024 Jan 23, 2025	BUY	$23.49 - $71.77 $4.46 Million - $13.6 Million	189,880 Added 202.29%	283,744 $6.72 Billion
Q3 2024 Oct 18, 2024	BUY	$65.36 - $71.76 $97,909 - $107,496	1,498 Added 1.62%	93,864 $6.74 Billion
Q2 2024 Jul 16, 2024	SELL	$63.87 - $67.55 $86,735 - $91,732	-1,358 Reduced 1.45%	92,366 $6.19 Billion
Q1 2024 May 03, 2024	SELL	$60.89 - $67.39 $132,192 - $146,303	-2,171 Reduced 2.26%	93,724 $6.32 Billion
Q4 2023 Apr 02, 2024	BUY	$53.46 - $62.11 $5.13 Million - $5.96 Million	95,895 New	95,895 $5.94 Billion

Others Institutions Holding FNDX

# of Institutions

671

Shares Held

579M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Aa Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History