Operose Advisors LLC Schwab Fundamental U S Large C Transaction History

Operose Advisors LLC

  • $398 Million
  • Q3 2025

A detailed history of Operose Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Operose Advisors LLC holds 587 shares of FNDX stock, worth $15,596. This represents 0.0% of its overall portfolio holdings.

Number of Shares
587
Previous 584 0.51%
Holding current value
$15,596
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$24.38 - $26.34 $73 - $79
3 Added 0.51%
587 $15,000
Q2 2025

Aug 14, 2025
SELL
$20.84 - $24.54 $112,223 - $132,147
-5,385 Reduced 90.22%
584 $14,000
Q1 2025

May 12, 2025
BUY
$23.03 - $25.01 $137,466 - $149,284
5,969 New
5,969 $140,000

Others Institutions Holding FNDX

# of Institutions
774
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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