Kingsview Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Kingsview Wealth Management, LLC

  • $5.76 Billion
  • Q3 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 191,353 shares of FNDX stock, worth $5.08 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
191,353
Previous 289,320 33.86%
Holding current value
$5.08 Million
Previous $7.1 Million 29.12%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Nov 12, 2025
SELL
$24.38 - $26.34 $2.39 Million - $2.58 Million
-97,967 Reduced 33.86%
191,353 $5.03 Million
Q2 2025

Aug 08, 2025
BUY
$20.84 - $24.54 $15,546 - $18,306
746 Added 0.26%
289,320 $7.1 Million
Q1 2025

May 02, 2025
SELL
$23.03 - $25.01 $105,707 - $114,795
-4,590 Reduced 1.57%
288,574 $6.81 Million
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $4.52 Million - $13.8 Million
192,346 Added 190.79%
293,164 $6.94 Million
Q3 2024

Nov 12, 2024
BUY
$65.36 - $71.76 $407,781 - $447,710
6,239 Added 6.6%
100,818 $7.23 Million
Q2 2024

Aug 14, 2024
SELL
$63.87 - $67.55 $26,250 - $27,763
-411 Reduced 0.43%
94,579 $6.33 Million
Q1 2024

May 09, 2024
SELL
$60.89 - $67.39 $95,962 - $106,206
-1,576 Reduced 1.63%
94,990 $6.4 Million
Q4 2023

Feb 08, 2024
SELL
$53.46 - $62.11 $67,306 - $78,196
-1,259 Reduced 1.29%
96,566 $5.98 Million
Q3 2023

Nov 07, 2023
BUY
$55.81 - $59.78 $287,979 - $308,464
5,160 Added 5.57%
97,825 $5.48 Million
Q2 2023

Aug 10, 2023
SELL
$53.84 - $57.58 $86,520 - $92,531
-1,607 Reduced 1.7%
92,665 $5.33 Million
Q1 2023

May 15, 2023
SELL
$52.49 - $57.54 $36,638 - $40,162
-698 Reduced 0.73%
94,272 $5.18 Million
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $84,607 - $98,880
1,747 Added 1.87%
94,970 $5.08 Million
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $62,756 - $74,622
1,314 Added 1.43%
93,223 $4.45 Million
Q2 2022

Aug 16, 2022
BUY
$49.93 - $59.29 $4.59 Million - $5.45 Million
91,909 New
91,909 $4.68 Million
Q1 2022

Feb 08, 2024
SELL
$55.41 - $59.9 $3.69 Million - $3.99 Million
-66,578 Reduced 68.95%
29,988 $0

Others Institutions Holding FNDX

# of Institutions
769
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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