Apella Capital, LLC Schwab Fundamental U S Large C Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Apella Capital, LLC holds 38,241 shares of FNDX stock, worth $1.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,241

Previous 35,903 6.51%

Holding current value

$1.02 Million

Previous $881,000 14.07%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$24.38 - $26.34 $57,000 - $61,582	2,338 Added 6.51%	38,241 $1.01 Million
Q2 2025 Jul 08, 2025	BUY	$20.84 - $24.54 $729 - $858	35 Added 0.1%	35,903 $881,000
Q1 2025 Apr 10, 2025	BUY	$23.03 - $25.01 $852 - $925	37 Added 0.1%	35,868 $838,000
Q4 2024 Jan 14, 2025	BUY	$23.49 - $71.77 $561,411 - $1.72 Million	23,900 Added 200.32%	35,831 $848,000
Q3 2024 Oct 03, 2024	SELL	$65.36 - $71.76 $27,516 - $30,210	-421 Reduced 3.41%	11,931 $856,000

Q2 2024 Jul 10, 2024	BUY	$63.87 - $67.55 $249,795 - $264,188	3,911 Added 46.33%	12,352 $827,000
Q4 2023 Jan 05, 2024	BUY	$53.46 - $62.11 $451,255 - $524,270	8,441 New	8,441 $522,000

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
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Apella Capital, LLC Schwab Fundamental U S Large C Transaction History