Root Financial Partners, LLC Schwab Fundamental U S Large C Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Root Financial Partners, LLC holds 8,625 shares of FNDX stock, worth $229,166. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,625
Previous 9,030 4.49%
Holding current value
$229,166
Previous $222 Million 2.37%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 29, 2025
SELL
$24.38 - $26.34 $9,873 - $10,667
-405 Reduced 4.49%
8,625 $227 Million
Q2 2025

Aug 11, 2025
BUY
$20.84 - $24.54 $1,208 - $1,423
58 Added 0.65%
9,030 $222 Million
Q1 2025

Apr 24, 2025
BUY
$23.03 - $25.01 $206,625 - $224,389
8,972 New
8,972 $212 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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