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

Strategies Wealth Advisors, LLC

  • $962 Billion
  • Q3 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 7,694 shares of FNDX stock, worth $204,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,694
Holding current value
$204,429
% of portfolio
0.02%

Shares

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

Nov 12, 2025
BUY
$24.38 - $26.34 $187,579 - $202,659
7,694 New
7,694 $202 Million
Q3 2024

Oct 07, 2024
BUY
$65.36 - $71.76 $187,321 - $205,664
2,866 New
2,866 $206 Million
Q1 2024

Apr 22, 2024
BUY
$60.89 - $67.39 $192,473 - $213,019
3,161 New
3,161 $213 Million
Q1 2023

Jun 27, 2023
BUY
$52.49 - $57.54 $238,199 - $261,116
4,538 New
4,538 $249 Million
Q2 2022

Jun 27, 2023
SELL
$49.93 - $59.29 $215,997 - $256,488
-4,326 Closed
0 $0
Q1 2022

Jun 27, 2023
BUY
$55.41 - $59.9 $26,375 - $28,512
476 Added 12.36%
4,326 $253 Million
Q4 2021

Jun 26, 2023
BUY
$54.44 - $58.74 $209,594 - $226,149
3,850 New
3,850 $226 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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