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

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 104,223 shares of FNDX stock, worth $2.77 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
104,223
Previous 10,098 932.12%
Holding current value
$2.77 Million
Previous $265,000 944.91%
% of portfolio
0.13%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$25.68 - $26.95 $2.42 Million - $2.54 Million
94,125 Added 932.12%
104,223 $2.77 Million
Q2 2025

Jul 23, 2025
SELL
$20.84 - $24.54 $625 - $736
-30 Reduced 0.3%
10,098 $247,000
Q1 2025

May 14, 2025
BUY
$23.03 - $25.01 $233,247 - $253,301
10,128 New
10,128 $239,000

Others Institutions Holding FNDX

# of Institutions
775
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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