Fortis Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 1,304,132 shares of FNDX stock, worth $34.7 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares
1,304,132
Previous 1,241,457 5.05%
Holding current value
$34.7 Million
Previous $30.5 Billion 12.58%
% of portfolio
5.43%
Previous 5.45%

Shares

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

Oct 31, 2025
BUY
$24.38 - $26.34 $1.53 Million - $1.65 Million
62,675 Added 5.05%
1,304,132 $34.3 Billion
Q2 2025

Jul 21, 2025
SELL
$20.84 - $24.54 $569,974 - $671,169
-27,350 Reduced 2.16%
1,241,457 $30.5 Billion
Q1 2025

May 20, 2025
BUY
$23.03 - $25.01 $29.2 Million - $31.7 Million
1,268,807 New
1,268,807 $30 Billion

Others Institutions Holding FNDX

# of Institutions
779
Shares Held
632M
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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