Lowery Thomas, LLC Schwab Fundamental U S Large C Transaction History

Lowery Thomas, LLC

  • $170 Million
  • Q3 2025

A detailed history of Lowery Thomas, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lowery Thomas, LLC holds 371,865 shares of FNDX stock, worth $9.88 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares
371,865
Previous 351,269 5.86%
Holding current value
$9.88 Million
Previous $8.62 Million 13.46%
% of portfolio
5.77%
Previous 5.61%

Shares

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

Nov 10, 2025
BUY
$24.38 - $26.34 $502,130 - $542,498
20,596 Added 5.86%
371,865 $9.78 Million
Q2 2025

Jul 18, 2025
SELL
$20.84 - $24.54 $254,352 - $299,510
-12,205 Reduced 3.36%
351,269 $8.62 Million
Q1 2025

May 05, 2025
BUY
$23.03 - $25.01 $7,484 - $8,128
325 Added 0.09%
363,474 $8.58 Million
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $5.79 Million - $17.7 Million
246,511 Added 211.35%
363,149 $8.6 Million
Q3 2024

Nov 08, 2024
BUY
$65.36 - $71.76 $514,056 - $564,392
7,865 Added 7.23%
116,638 $8.37 Million
Q2 2024

Aug 02, 2024
BUY
$63.87 - $67.55 $244,175 - $258,243
3,823 Added 3.64%
108,773 $7.29 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $489,494 - $541,748
8,039 Added 8.3%
104,950 $7.07 Million
Q4 2023

Feb 05, 2024
BUY
$53.46 - $62.11 $437,890 - $508,743
8,191 Added 9.23%
96,911 $6 Million
Q3 2023

Nov 01, 2023
BUY
$55.81 - $59.78 $194,832 - $208,691
3,491 Added 4.1%
88,720 $4.97 Million
Q2 2023

Jul 31, 2023
BUY
$53.84 - $57.58 $149,190 - $159,554
2,771 Added 3.36%
85,229 $4.91 Million
Q1 2023

May 04, 2023
SELL
$52.49 - $57.54 $74,220 - $81,361
-1,414 Reduced 1.69%
82,458 $4.53 Million
Q4 2022

Feb 10, 2023
BUY
$48.43 - $56.6 $4.06 Million - $4.75 Million
83,872 New
83,872 $4.48 Million

Others Institutions Holding FNDX

# of Institutions
778
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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