Ifg Advisory, LLC Schwab Fundamental U S Large C Transaction History

Ifg Advisory, LLC

$2.09 Billion
Q3 2025

A detailed history of Ifg Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ifg Advisory, LLC holds 23,672 shares of FNDX stock, worth $628,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares

23,672

Previous 23,695 0.1%

Holding current value

$628,965

Previous $581,000 7.06%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$24.38 - $26.34 $560 - $605	-23 Reduced 0.1%	23,672 $622,000
Q2 2025 Aug 04, 2025	SELL	$20.84 - $24.54 $4,480 - $5,276	-215 Reduced 0.9%	23,695 $581,000
Q1 2025 May 08, 2025	BUY	$23.03 - $25.01 $173,761 - $188,700	7,545 Added 46.1%	23,910 $564,000
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $384,413 - $1.17 Million	16,365 New	16,365 $387,000
Q2 2024 Jul 30, 2024	BUY	$63.87 - $67.55 $301,658 - $319,038	4,723 New	4,723 $316,000

Q4 2023 Jan 17, 2024	BUY	$53.46 - $62.11 $218,170 - $253,470	4,081 New	4,081 $252,000

Others Institutions Holding FNDX

# of Institutions

769

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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