Lgt Financial Advisors LLC Schwab Fundamental U S Large C Transaction History

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 1,919 shares of FNDX stock, worth $50,987. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,919

Previous 17 11188.24%

Holding current value

$50,987

Previous $417,000 12003.36%

% of portfolio

0.11%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$24.38 - $26.34 $46,370 - $50,098	1,902 Added 11188.24%	1,919 $50.5 Million
Q4 2024 Feb 14, 2025	SELL	$23.49 - $71.77 $2,114 - $6,459	-90 Reduced 84.11%	17 $402,000
Q3 2024 Oct 31, 2024	BUY	$65.36 - $71.76 $65 - $71	1 Added 0.94%	107 $7.64 Million
Q2 2024 Aug 05, 2024	SELL	$63.87 - $67.55 $11,432 - $12,091	-179 Reduced 62.81%	106 $7.07 Million
Q1 2024 May 02, 2024	BUY	$60.89 - $67.39 $60 - $67	1 Added 0.35%	285 $19.2 Million

Q4 2023 Feb 12, 2024	BUY	$53.46 - $62.11 $53 - $62	1 Added 0.35%	284 $17.6 Million
Q3 2023 Nov 01, 2023	SELL	$55.81 - $59.78 $7,255 - $7,771	-130 Reduced 31.48%	283 $15.8 Million
Q2 2023 Aug 14, 2023	BUY	$53.84 - $57.58 $22,235 - $23,780	413 New	413 $23.8 Million
Q4 2022 Feb 14, 2023	BUY	$48.43 - $56.6 $38,550 - $45,053	796 New	796 $42.5 Million

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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Lgt Financial Advisors LLC Schwab Fundamental U S Large C Transaction History