Cva Family Office, LLC Schwab Fundamental U S Large C Transaction History

Cva Family Office, LLC

$753 Million
Q3 2025

A detailed history of Cva Family Office, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cva Family Office, LLC holds 189,028 shares of FNDX stock, worth $5.02 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

189,028

Previous 189,006 0.01%

Holding current value

$5.02 Million

Previous $4.64 Million 7.18%

% of portfolio

0.66%

Previous 0.67%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$24.38 - $26.34 $536 - $579	22 Added 0.01%	189,028 $4.97 Million
Q2 2025 Jul 31, 2025	SELL	$20.84 - $24.54 $146,567 - $172,589	-7,033 Reduced 3.59%	189,006 $4.64 Million
Q1 2025 Apr 16, 2025	SELL	$23.03 - $25.01 $45,000 - $48,869	-1,954 Reduced 0.99%	196,039 $4.58 Million
Q4 2024 Jan 07, 2025	BUY	$23.49 - $71.77 $3.07 Million - $9.38 Million	130,708 Added 194.26%	197,993 $4.69 Million
Q3 2024 Oct 10, 2024	SELL	$65.36 - $71.76 $70,784 - $77,716	-1,083 Reduced 1.58%	67,285 $4.83 Million

Q1 2024 Apr 10, 2024	BUY	$60.89 - $67.39 $108,079 - $119,617	1,775 Added 2.67%	68,368 $4.61 Million
Q4 2023 Jan 16, 2024	BUY	$53.46 - $62.11 $40,683 - $47,265	761 Added 1.16%	66,593 $4.12 Million
Q3 2023 Oct 11, 2023	BUY	$55.81 - $59.78 $446 - $478	8 Added 0.01%	65,832 $3.68 Million
Q2 2023 Jul 10, 2023	SELL	$53.84 - $57.58 $19,920 - $21,304	-370 Reduced 0.56%	65,824 $3.79 Million
Q1 2023 Apr 26, 2023	BUY	$52.49 - $57.54 $14,907 - $16,341	284 Added 0.43%	66,194 $3.64 Million
Q4 2022 Feb 21, 2023	BUY	$48.43 - $56.6 $301,864 - $352,787	6,233 Added 10.44%	65,910 $3.52 Million
Q3 2022 Nov 22, 2022	BUY	$47.76 - $56.79 $1.4 Million - $1.66 Million	29,209 Added 95.87%	59,677 $2.85 Million
Q2 2022 Jul 11, 2022	BUY	$49.93 - $59.29 $549 - $652	11 Added 0.04%	30,468 $1.55 Million
Q1 2022 Apr 22, 2022	BUY	$55.41 - $59.9 $185,955 - $201,024	3,356 Added 12.38%	30,457 $1.78 Million
Q4 2021 Jan 25, 2022	SELL	$54.44 - $58.74 $97,229 - $104,909	-1,786 Reduced 6.18%	27,101 $1.59 Million
Q3 2021 Oct 12, 2021	BUY	$52.82 - $56.3 $217,882 - $232,237	4,125 Added 16.66%	28,887 $1.12 Million
Q2 2021 Jul 13, 2021	SELL	$52.09 - $56.08 $74,384 - $80,082	-1,428 Reduced 5.45%	24,762 $1.36 Million
Q1 2021 Apr 14, 2021	BUY	$44.75 - $52.45 $44 - $52	1 Added 0.0%	26,190 $1.35 Million
Q4 2020 Jan 15, 2021	SELL	$37.99 - $45.31 $102,497 - $122,246	-2,698 Reduced 9.34%	26,189 $0
Q3 2020 Oct 27, 2020	BUY	$36.46 - $41.42 $109 - $124	3 Added 0.01%	28,887 $1.12 Million
Q2 2020 Jul 31, 2020	SELL	$29.92 - $40.24 $343,720 - $462,277	-11,488 Reduced 28.46%	28,884 $1.06 Million
Q1 2020 May 28, 2020	SELL	$27.15 - $43.59 $314,885 - $505,556	-11,598 Reduced 22.32%	40,372 $1.27 Million
Q4 2019 Feb 18, 2020	BUY	$38.15 - $42.78 $1.98 Million - $2.22 Million	51,970 New	51,970 $2.22 Million

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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Cva Family Office, LLC Schwab Fundamental U S Large C Transaction History