Focus Financial Network, Inc. Schwab Fundamental U S Large C Transaction History

Focus Financial Network, Inc.

$2.87 Trillion
Q4 2025

A detailed history of Focus Financial Network, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Focus Financial Network, Inc. holds 171,753 shares of FNDX stock, worth $4.56 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

171,753

Previous 143,769 19.46%

Holding current value

$4.56 Million

Previous $3.78 Billion 23.6%

% of portfolio

0.16%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$25.68 - $26.95 $718,629 - $754,168	27,984 Added 19.46%	171,753 $4.67 Billion
Q3 2025 Oct 09, 2025	BUY	$24.38 - $26.34 $19,552 - $21,124	802 Added 0.56%	143,769 $3.78 Billion
Q2 2025 Jul 09, 2025	BUY	$20.84 - $24.54 $240,618 - $283,338	11,546 Added 8.79%	142,967 $3.51 Billion
Q1 2025 Apr 15, 2025	BUY	$23.03 - $25.01 $41,292 - $44,842	1,793 Added 1.38%	131,421 $3.1 Billion
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $2.03 Million - $6.2 Million	86,408 Added 199.93%	129,628 $3.07 Billion

Q3 2024 Oct 28, 2024	BUY	$65.36 - $71.76 $26,862 - $29,493	411 Added 0.96%	43,220 $3.1 Billion
Q2 2024 Jul 22, 2024	BUY	$63.87 - $67.55 $316,667 - $334,912	4,958 Added 13.1%	42,809 $2.98 Billion
Q1 2024 Apr 24, 2024	BUY	$60.89 - $67.39 $2.3 Million - $2.55 Million	37,851 New	37,851 $2.42 Billion
Q3 2023 Jul 22, 2024	SELL	$55.81 - $59.78 $6,585 - $7,054	-118 Reduced 0.52%	22,372 $1.25 Billion
Q2 2023 Jul 22, 2024	BUY	$53.84 - $57.58 $195,654 - $209,245	3,634 Added 19.27%	22,490 $1.29 Billion
Q1 2023 Jul 22, 2024	SELL	$52.49 - $57.54 $1.26 Million - $1.38 Million	-23,953 Reduced 55.95%	18,856 $1.04 Billion
Q4 2022 Jul 24, 2024	SELL	$48.43 - $56.6 $384,582 - $449,460	-7,941 Reduced 31.76%	17,062 $912 Million
Q3 2022 Jul 24, 2024	BUY	$47.76 - $56.79 $20,202 - $24,022	423 Added 2.56%	16,947 $809 Million
Q2 2022 Jul 24, 2024	SELL	$49.93 - $59.29 $112,791 - $133,936	-2,259 Reduced 12.03%	16,524 $841 Million
Q1 2022 Jul 24, 2024	BUY	$55.41 - $59.9 $626,243 - $676,989	11,302 Added 151.08%	18,783 $1.1 Billion
Q4 2021 Jul 24, 2024	BUY	$54.44 - $58.74 $407,265 - $439,433	7,481 New	7,481 $439 Million
Q1 2021 Jul 24, 2024	SELL	$44.75 - $52.45 $733,049 - $859,183	-16,381 Closed	0 $0
Q4 2020 Jul 24, 2024	BUY	$37.99 - $45.31 $49,121 - $58,585	1,293 Added 8.57%	16,381 $742 Million
Q3 2020 Jul 24, 2024	SELL	$36.46 - $41.42 $96,619 - $109,763	-2,650 Reduced 14.94%	15,088 $584 Million
Q2 2020 Jul 24, 2024	SELL	$29.92 - $40.24 $58,703 - $78,950	-1,962 Reduced 9.96%	17,738 $653 Million
Q1 2020 Jul 24, 2024	SELL	$27.15 - $43.59 $627,409 - $1.01 Million	-23,109 Reduced 53.98%	19,700 $617 Million
Q4 2019 Jul 24, 2024	SELL	$38.15 - $42.78 $2,746 - $3,080	-72 Reduced 0.29%	25,003 $1.07 Billion
Q3 2019 Jul 24, 2024	SELL	$39.35 - $40.14 $99,319 - $101,313	-2,524 Reduced 9.15%	25,075 $992 Million
Q2 2019 Jul 24, 2024	SELL	N/A	-1,385 Reduced 4.78%	27,599 $1.09 Billion
Q1 2019 Jul 24, 2024	SELL	N/A	-13,825 Reduced 32.29%	28,984 $1.1 Billion

Others Institutions Holding FNDX

# of Institutions

775

Shares Held

632M

Call Options Held

Put Options Held

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Focus Financial Network, Inc. Schwab Fundamental U S Large C Transaction History