Independent Advisor Alliance Schwab Fundamental U S Large C Transaction History

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 16,403 shares of FNDX stock, worth $435,827. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,403
Previous 10,738 52.76%
Holding current value
$435,827
Previous $263,000 63.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$24.38 - $26.34 $138,112 - $149,216
5,665 Added 52.76%
16,403 $431,000
Q2 2025

Aug 11, 2025
BUY
$20.84 - $24.54 $17,859 - $21,030
857 Added 8.67%
10,738 $263,000
Q1 2025

May 12, 2025
SELL
$23.03 - $25.01 $174,360 - $189,350
-7,571 Reduced 43.38%
9,881 $233,000
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $409,947 - $1.25 Million
17,452 New
17,452 $413,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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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