Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $806 Billion
  • Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 56,502 shares of FNDX stock, worth $1.39 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
56,502
Previous 20,432 176.54%
Holding current value
$1.39 Million
Previous $1.47 Billion 8.75%
% of portfolio
0.17%
Previous 0.18%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $847,284 - $2.59 Million
36,070 Added 176.54%
56,502 $1.34 Billion
Q3 2024

Oct 07, 2024
BUY
$65.36 - $71.76 $163,596 - $179,615
2,503 Added 13.96%
20,432 $1.47 Billion
Q2 2024

Jul 23, 2024
BUY
$63.87 - $67.55 $6,323 - $6,687
99 Added 0.56%
17,929 $1.2 Billion
Q1 2024

Apr 12, 2024
BUY
$60.89 - $67.39 $33,367 - $36,929
548 Added 3.17%
17,830 $1.2 Billion
Q4 2023

Apr 04, 2024
SELL
$53.46 - $62.11 $29,082 - $33,787
-544 Reduced 3.05%
17,282 $924 Million
Q3 2023

Apr 04, 2024
BUY
$55.81 - $59.78 $17,803 - $19,069
319 Added 1.82%
17,826 $998 Million
Q2 2023

Apr 04, 2024
SELL
$53.84 - $57.58 $484 - $518
-9 Reduced 0.05%
17,507 $1.01 Billion
Q1 2023

Apr 04, 2024
BUY
$52.49 - $57.54 $12,282 - $13,464
234 Added 1.35%
17,516 $962 Million
Q4 2022

Apr 04, 2024
BUY
$48.43 - $56.6 $11,526 - $13,470
238 Added 1.4%
17,282 $924 Million
Q3 2022

Apr 04, 2024
SELL
$47.76 - $56.79 $3,438 - $4,088
-72 Reduced 0.42%
17,044 $814 Million
Q2 2022

Apr 04, 2024
BUY
$49.93 - $59.29 $854,601 - $1.01 Million
17,116 New
17,116 $871 Million
Q1 2022

Apr 05, 2024
BUY
$55.41 - $59.9 $10,472 - $11,321
189 Added 1.16%
16,506 $966 Million
Q4 2021

Apr 05, 2024
SELL
$54.44 - $58.74 $77,141 - $83,234
-1,417 Reduced 7.99%
16,317 $956 Million
Q3 2021

Apr 05, 2024
BUY
$52.82 - $56.3 $12,676 - $13,512
240 Added 1.37%
17,734 $957 Million
Q2 2021

Apr 05, 2024
SELL
$52.09 - $56.08 $28,336 - $30,507
-544 Reduced 3.02%
17,494 $957 Million
Q1 2021

Apr 05, 2024
SELL
$44.75 - $52.45 $48,106 - $56,383
-1,075 Reduced 5.62%
18,038 $932 Million
Q4 2020

Apr 05, 2024
SELL
$37.99 - $45.31 $1.04 Million - $1.24 Million
-27,360 Reduced 58.87%
19,113 $866 Million
Q3 2020

Apr 05, 2024
SELL
$36.46 - $41.42 $1.51 Million - $1.71 Million
-41,367 Reduced 47.09%
46,473 $1.8 Billion
Q2 2020

Apr 05, 2024
SELL
$29.92 - $40.24 $87,276 - $117,380
-2,917 Reduced 3.21%
87,840 $3.24 Billion
Q1 2020

Apr 05, 2024
BUY
$27.15 - $43.59 $213,317 - $342,486
7,857 Added 9.48%
90,757 $2.84 Billion
Q4 2019

Apr 05, 2024
BUY
$38.15 - $42.78 $302,796 - $339,544
7,937 Added 10.59%
82,900 $3.54 Billion
Q3 2019

Apr 05, 2024
BUY
$39.35 - $40.14 $158,501 - $161,683
4,028 Added 5.68%
74,963 $2.96 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
10,229 Added 16.85%
70,935 $2.77 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
43,424 Added 251.27%
60,706 $2.3 Billion

Others Institutions Holding FNDX

# of Institutions
602
Shares Held
221M
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 Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. 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 Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email