Ep Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Ep Wealth Advisors, LLC

$14.6 Billion
Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 574,387 shares of FNDX stock, worth $15.3 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

574,387

Previous 75,128 664.54%

Holding current value

$15.3 Million

Previous $1.77 Million 694.98%

% of portfolio

0.1%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$20.84 - $24.54 $10.4 Million - $12.3 Million	499,259 Added 664.54%	574,387 $14.1 Million
Q1 2025 May 15, 2025	BUY	$23.03 - $25.01 $132,399 - $143,782	5,749 Added 8.29%	75,128 $1.77 Million
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $1.12 Million - $3.42 Million	47,699 Added 220.01%	69,379 $1.64 Million
Q3 2024 Nov 14, 2024	SELL	$65.36 - $71.76 $79,216 - $86,973	-1,212 Reduced 5.29%	21,680 $1.56 Million
Q2 2024 Aug 19, 2024	BUY	$63.87 - $67.55 $665,397 - $703,735	10,418 Added 83.52%	22,892 $1.53 Million

Q1 2024 May 14, 2024	BUY	$60.89 - $67.39 $303,841 - $336,276	4,990 Added 66.68%	12,474 $840,000
Q4 2023 Feb 28, 2024	SELL	$53.46 - $62.11 $82,061 - $95,338	-1,535 Reduced 17.02%	7,484 $463,000
Q3 2023 Nov 22, 2023	SELL	$55.81 - $59.78 $1.01 Million - $1.09 Million	-18,164 Reduced 66.82%	9,019 $504,000
Q2 2023 Aug 14, 2023	BUY	$53.84 - $57.58 $1.46 Million - $1.57 Million	27,183 New	27,183 $1.56 Million
Q2 2022 Aug 11, 2022	SELL	$49.93 - $59.29 $317,305 - $376,787	-6,355 Closed	0 $0
Q1 2022 May 20, 2022	BUY	$55.41 - $59.9 $10,250 - $11,081	185 Added 3.0%	6,355 $372,000
Q4 2021 Feb 17, 2022	BUY	$54.44 - $58.74 $335,894 - $362,425	6,170 New	6,170 $362,000
Q2 2021 Aug 24, 2021	SELL	$52.09 - $56.08 $242,166 - $260,715	-4,649 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$44.75 - $52.45 $208,042 - $243,840	4,649 New	4,649 $240,000

Others Institutions Holding FNDX

# of Institutions

774

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Ep Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History