Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History

Farther Finance Advisors, LLC

$9.33 Trillion
Q4 2025

A detailed history of Farther Finance Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 108,972 shares of FNDX stock, worth $2.9 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

108,972

Previous 33,339 226.86%

Holding current value

$2.9 Million

Previous $877 Million 238.17%

% of portfolio

0.03%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$25.68 - $26.95 $1.94 Million - $2.04 Million	75,633 Added 226.86%	108,972 $2.97 Billion
Q3 2025 Oct 14, 2025	SELL	$24.38 - $26.34 $35,692 - $38,561	-1,464 Reduced 4.21%	33,339 $877 Million
Q2 2025 Jul 11, 2025	BUY	$20.84 - $24.54 $406,400 - $478,554	19,501 Added 127.44%	34,803 $854 Million
Q1 2025 Apr 14, 2025	BUY	$23.03 - $25.01 $167,197 - $181,572	7,260 Added 90.28%	15,302 $361 Million
Q4 2024 Feb 07, 2025	BUY	$23.49 - $71.77 $127,762 - $390,357	5,439 Added 208.95%	8,042 $190 Million

Q3 2024 Oct 28, 2024	SELL	$65.36 - $71.76 $168,759 - $185,284	-2,582 Reduced 49.8%	2,603 $187 Million
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $255,352 - $270,064	3,998 Added 336.82%	5,185 $346 Million
Q1 2024 May 13, 2024	SELL	$60.89 - $67.39 $25,634 - $28,371	-421 Reduced 26.18%	1,187 $79.7 Million
Q4 2023 Feb 14, 2024	SELL	$53.46 - $62.11 $22,506 - $26,148	-421 Reduced 26.18%	1,187 $73.5 Million
Q2 2023 May 13, 2024	SELL	$53.84 - $57.58 $13,783 - $14,740	-256 Reduced 13.73%	1,608 $92.6 Million
Q2 2023 Sep 12, 2023	SELL	$53.84 - $57.58 $13,783 - $14,740	-256 Reduced 13.73%	1,608 $92.6 Million
Q1 2023 May 13, 2024	BUY	$52.49 - $57.54 $35,535 - $38,954	677 Added 57.03%	1,864 $102 Million
Q1 2023 Sep 12, 2023	BUY	$52.49 - $57.54 $17,899 - $19,621	341 Added 22.39%	1,864 $102 Million
Q4 2022 Sep 11, 2023	BUY	$48.43 - $56.6 $73,758 - $86,201	1,523 New	1,523 $81.4 Million

Others Institutions Holding FNDX

# of Institutions

779

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Farther Finance Advisors, LLC Schwab Fundamental U S Large C Transaction History