Envision Financial LLC Schwab Fundamental U S Large C Transaction History

Envision Financial LLC

  • $174 Billion
  • Q3 2025

A detailed history of Envision Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Envision Financial LLC holds 610,560 shares of FNDX stock, worth $16.2 Million. This represents 9.2% of its overall portfolio holdings.

Number of Shares
610,560
Previous 594,851 2.64%
Holding current value
$16.2 Million
Previous $14.6 Billion 10.0%
% of portfolio
9.2%
Previous 9.73%

Shares

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

Oct 10, 2025
BUY
$24.38 - $26.34 $382,985 - $413,775
15,709 Added 2.64%
610,560 $16.1 Billion
Q2 2025

Jul 10, 2025
BUY
$20.84 - $24.54 $91,112 - $107,288
4,372 Added 0.74%
594,851 $14.6 Billion
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $837,301 - $909,288
36,357 Added 6.56%
590,479 $13.9 Billion
Q4 2024

Jan 13, 2025
BUY
$23.49 - $71.77 $13 Million - $39.8 Million
554,122 New
554,122 $13.1 Billion

Others Institutions Holding FNDX

# of Institutions
771
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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