Garrett Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Garrett Investment Advisors LLC

  • $1.13 Billion
  • Q4 2025

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 13,265 shares of FNDX stock, worth $352,451. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,265
Previous 14,585 9.05%
Holding current value
$352,451
Previous $383,000 8.09%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
SELL
$25.68 - $26.95 $33,897 - $35,574
-1,320 Reduced 9.05%
13,265 $352,000
Q3 2025

Oct 09, 2025
SELL
$24.38 - $26.34 $22,039 - $23,811
-904 Reduced 5.84%
14,585 $383,000
Q2 2025

Jul 14, 2025
SELL
$20.84 - $24.54 $67,542 - $79,534
-3,241 Reduced 17.3%
15,489 $380,000
Q1 2025

Apr 10, 2025
SELL
$23.03 - $25.01 $18,976 - $20,608
-824 Reduced 4.21%
18,730 $437,000
Q4 2024

Jan 15, 2025
BUY
$23.49 - $71.77 $307,578 - $939,756
13,094 Added 202.69%
19,554 $463,000
Q3 2024

Oct 17, 2024
BUY
$65.36 - $71.76 $422,225 - $463,569
6,460 New
6,460 $463,000

Others Institutions Holding FNDX

# of Institutions
787
Shares Held
643M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
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  • Sector ETFs
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More about FNDX
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