Rfg Bristol Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Rfg Bristol Wealth Advisors, LLC

$359 Billion
Q4 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 126,937 shares of FNDX stock, worth $3.37 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

126,937

Previous 122,693 3.46%

Holding current value

$3.37 Million

Previous $3.23 Billion 7.04%

% of portfolio

0.96%

Previous 0.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$25.68 - $26.95 $108,985 - $114,375	4,244 Added 3.46%	126,937 $3.45 Billion
Q3 2025 Oct 22, 2025	BUY	$24.38 - $26.34 $21,576 - $23,310	885 Added 0.73%	122,693 $3.23 Billion
Q2 2025 Aug 05, 2025	BUY	$20.84 - $24.54 $136,106 - $160,270	6,531 Added 5.67%	121,808 $2.99 Billion
Q1 2025 May 08, 2025	BUY	$23.03 - $25.01 $343,308 - $372,824	14,907 Added 14.85%	115,277 $2.72 Billion
Q4 2024 Feb 12, 2025	BUY	$23.49 - $71.77 $2.36 Million - $7.2 Million	100,370 New	100,370 $2.38 Billion

Others Institutions Holding FNDX

# of Institutions

779

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Rfg Bristol Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History