Brown Financial Advisory Schwab Fundamental U S Large C Transaction History

Brown Financial Advisory

  • $171 Million
  • Q3 2025

A detailed history of Brown Financial Advisory transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Brown Financial Advisory holds 23,647 shares of FNDX stock, worth $628,300. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,647
Previous 25,314 6.59%
Holding current value
$628,300
Previous $621,000 -0.0%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Oct 27, 2025
SELL
$24.38 - $26.34 $40,641 - $43,908
-1,667 Reduced 6.59%
23,647 $621,000
Q2 2025

Jul 28, 2025
BUY
$20.84 - $24.54 $175,410 - $206,553
8,417 Added 49.81%
25,314 $621,000
Q1 2025

Apr 29, 2025
BUY
$23.03 - $25.01 $389,137 - $422,593
16,897 New
16,897 $398,000

Others Institutions Holding FNDX

# of Institutions
774
Shares Held
632M
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
Track This Portfolio

Track Brown Financial Advisory Portfolio

Follow Brown Financial Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Financial Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email