Stratos Wealth Partners, Ltd. Schwab Fundamental U S Large C Transaction History

Stratos Wealth Partners, Ltd.

$8.26 Billion
Q4 2025

A detailed history of Stratos Wealth Partners, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 23,528 shares of FNDX stock, worth $625,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,528

Previous 22,472 4.7%

Holding current value

$625,138

Previous $591,000 5.75%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.68 - $26.95 $27,118 - $28,459	1,056 Added 4.7%	23,528 $625,000
Q3 2025 Nov 06, 2025	SELL	$24.38 - $26.34 $19,016 - $20,545	-780 Reduced 3.35%	22,472 $591,000
Q1 2025 Apr 30, 2025	SELL	$23.03 - $25.01 $866,112 - $940,576	-37,608 Reduced 61.79%	23,252 $548,000
Q4 2024 Jan 27, 2025	BUY	$23.49 - $71.77 $1.43 Million - $4.37 Million	60,860 New	60,860 $1.44 Million
Q2 2022 Jul 22, 2022	SELL	$49.93 - $59.29 $377,021 - $447,698	-7,551 Closed	0 $0

Q1 2022 Apr 26, 2022	BUY	$55.41 - $59.9 $418,400 - $452,304	7,551 New	7,551 $442,000
Q2 2018 Aug 13, 2018	SELL	N/A	-80 Closed	0 $0
Q1 2018 May 10, 2018	BUY	N/A	80 New	80 $3,000

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

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Stratos Wealth Partners, Ltd. Schwab Fundamental U S Large C Transaction History