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

Summit Financial Wealth Advisors, LLC

$609 Million
Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 11,962 shares of FNDX stock, worth $317,830. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,962

Previous 12,552 4.7%

Holding current value

$317,830

Previous $308,000 0.97%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$24.38 - $26.34 $14,384 - $15,540	-590 Reduced 4.7%	11,962 $311,000
Q2 2025 Sep 29, 2025	BUY	$20.84 - $24.54 $83,735 - $98,601	4,018 Added 47.08%	12,552 $308,000
Q1 2025 May 14, 2025	BUY	$23.03 - $25.01 $5,296 - $5,752	230 Added 2.77%	8,534 $201,000
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $195,060 - $595,978	8,304 New	8,304 $196,000
Q4 2018 Feb 01, 2019	SELL	N/A	-16,519 Closed	0 $0

Q3 2018 Oct 22, 2018	BUY	N/A	2,002 Added 13.79%	16,519 $624,000
Q1 2018 Apr 09, 2018	BUY	N/A	14,517 New	14,517 $528,000
Q1 2018 Apr 06, 2018	SELL	N/A	-13,024 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	5,242 Added 67.36%	13,024 $488,000
Q3 2017 Nov 06, 2017	BUY	N/A	950 Added 13.91%	7,782 $274,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,832	6,832 $231,000

Others Institutions Holding FNDX

# of Institutions

769

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Summit Financial Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History