Legend Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Legend Financial Advisors, Inc.

  • $163 Billion
  • Q3 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 382,370 shares of FNDX stock, worth $10.2 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares
382,370
Previous 382,532 0.04%
Holding current value
$10.2 Million
Previous $9.39 Billion 7.13%
% of portfolio
6.16%
Previous 6.24%

Shares

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

Nov 04, 2025
SELL
$24.38 - $26.34 $3,949 - $4,267
-162 Reduced 0.04%
382,370 $10.1 Billion
Q2 2025

Jul 16, 2025
SELL
$20.84 - $24.54 $69,543 - $81,889
-3,337 Reduced 0.86%
382,532 $9.39 Billion
Q1 2025

May 14, 2025
SELL
$23.03 - $25.01 $519,464 - $564,125
-22,556 Reduced 5.52%
385,869 $9.11 Billion
Q4 2024

Jan 07, 2025
BUY
$23.49 - $71.77 $6.36 Million - $19.4 Million
270,589 Added 196.31%
408,425 $9.67 Billion
Q3 2024

Oct 17, 2024
SELL
$65.36 - $71.76 $132,680 - $145,672
-2,030 Reduced 1.45%
137,836 $9.89 Billion
Q2 2024

Jul 26, 2024
BUY
$63.87 - $67.55 $391,012 - $413,541
6,122 Added 4.58%
139,866 $9.37 Billion
Q1 2024

Apr 17, 2024
BUY
$60.89 - $67.39 $186,506 - $206,415
3,063 Added 2.34%
133,744 $9.01 Billion
Q4 2023

Jan 31, 2024
SELL
$53.46 - $62.11 $53,192 - $61,799
-995 Reduced 0.76%
130,681 $8.09 Billion
Q3 2023

Nov 13, 2023
SELL
$55.81 - $59.78 $43,141 - $46,209
-773 Reduced 0.58%
131,676 $7.37 Billion
Q2 2023

Aug 09, 2023
SELL
$53.84 - $57.58 $5,222 - $5,585
-97 Reduced 0.07%
132,449 $7.63 Billion
Q1 2023

Apr 26, 2023
BUY
$52.49 - $57.54 $31,703 - $34,754
604 Added 0.46%
132,546 $7.28 Billion
Q4 2022

Jan 30, 2023
SELL
$48.43 - $56.6 $86,447 - $101,031
-1,785 Reduced 1.33%
131,942 $7.05 Billion
Q3 2022

Nov 18, 2022
BUY
$47.76 - $56.79 $502,387 - $597,374
10,519 Added 8.54%
133,727 $6.39 Billion
Q2 2022

Aug 08, 2022
BUY
$49.93 - $59.29 $6.15 Million - $7.31 Million
123,208 New
123,208 $6.27 Million

Others Institutions Holding FNDX

# of Institutions
779
Shares Held
632M
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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