Kovitz Investment Group Partners, LLC Schwab Fundamental U S Large C Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 28,604 shares of FNDX stock, worth $760,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,604
Previous 29,093 1.68%
Holding current value
$760,008
Previous $713,000 5.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
$24.38 - $26.34 $11,921 - $12,880
-489 Reduced 1.68%
28,604 $752,000
Q2 2025

Aug 14, 2025
BUY
$20.84 - $24.54 $154,695 - $182,160
7,423 Added 34.25%
29,093 $713,000
Q1 2025

May 13, 2025
SELL
$23.03 - $25.01 $31,136 - $33,813
-1,352 Reduced 5.87%
21,670 $511,000
Q4 2024

Aug 25, 2025
SELL
$23.49 - $71.77 $142,607 - $435,715
-6,071 Reduced 20.87%
23,022 $545,000
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $373,843 - $1.14 Million
15,915 Added 223.93%
23,022 $545,000
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $464,513 - $509,998
7,107 New
7,107 $509,000

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

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