Spire Wealth Management Schwab Fundamental U S Large C Transaction History

Spire Wealth Management

$2.82 Billion
Q4 2025

A detailed history of Spire Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Spire Wealth Management holds 5,380 shares of FNDX stock, worth $142,946. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,380

Previous 5,362 0.34%

Holding current value

$142,946

Previous $141,000 0.71%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$25.68 - $26.95 $462 - $485	18 Added 0.34%	5,380 $142,000
Q3 2025 Oct 23, 2025	BUY	$24.38 - $26.34 $4,339 - $4,688	178 Added 3.43%	5,362 $141,000
Q2 2025 Aug 04, 2025	SELL	$20.84 - $24.54 $1.42 Million - $1.67 Million	-68,224 Reduced 92.94%	5,184 $127,000
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $86,569 - $94,012	3,759 Added 5.4%	73,408 $1.73 Million
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $1.1 Million - $3.37 Million	47,016 Added 207.73%	69,649 $1.65 Million

Q3 2024 Oct 15, 2024	SELL	$65.36 - $71.76 $29,738 - $32,650	-455 Reduced 1.97%	22,633 $1.62 Million
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $3,576 - $3,782	56 Added 0.24%	23,088 $1.55 Million
Q1 2024 Apr 24, 2024	BUY	$60.89 - $67.39 $63,751 - $70,557	1,047 Added 4.76%	23,032 $1.55 Million
Q4 2023 Feb 06, 2024	BUY	$53.46 - $62.11 $15,663 - $18,198	293 Added 1.35%	21,985 $1.36 Million
Q3 2023 Nov 08, 2023	BUY	$55.81 - $59.78 $111 - $119	2 Added 0.01%	21,692 $1.21 Million
Q2 2023 Aug 09, 2023	SELL	$53.84 - $57.58 $93,520 - $100,016	-1,737 Reduced 7.41%	21,690 $1.25 Million
Q1 2023 May 09, 2023	BUY	$52.49 - $57.54 $61,675 - $67,609	1,175 Added 5.28%	23,427 $1.29 Million
Q4 2022 Feb 03, 2023	BUY	$48.43 - $56.6 $865,637 - $1.01 Million	17,874 Added 408.27%	22,252 $1.19 Million
Q3 2022 Nov 07, 2022	SELL	$47.76 - $56.79 $1.08 Million - $1.29 Million	-22,647 Reduced 83.8%	4,378 $209,000
Q2 2022 Jul 22, 2022	SELL	$49.93 - $59.29 $2.39 Million - $2.84 Million	-47,958 Reduced 63.96%	27,025 $1.38 Million
Q1 2022 Apr 18, 2022	BUY	$55.41 - $59.9 $1.97 Million - $2.13 Million	35,588 Added 90.34%	74,983 $4.39 Million
Q4 2021 Jan 14, 2022	BUY	$54.44 - $58.74 $284,666 - $307,151	5,229 Added 15.3%	39,395 $2.36 Million
Q3 2021 Oct 22, 2021	SELL	$52.82 - $56.3 $88,420 - $94,246	-1,674 Reduced 4.67%	34,166 $1.84 Million
Q2 2021 Jul 26, 2021	BUY	$52.09 - $56.08 $193,149 - $207,944	3,708 Added 11.54%	35,840 $1.96 Million
Q1 2021 May 21, 2021	BUY	$44.75 - $52.45 $1.44 Million - $1.69 Million	32,132 New	32,132 $1.66 Million

Others Institutions Holding FNDX

# of Institutions

785

Shares Held

634M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Schwab Fundamental U S Large C Transaction History