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

U.S. Capital Wealth Advisors, LLC

  • $3.48 Billion
  • Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 635,230 shares of FNDX stock, worth $16.9 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
635,230
Previous 624,285 1.75%
Holding current value
$16.9 Million
Previous $16.4 Million 2.8%
% of portfolio
0.48%
Previous 0.48%

Shares

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

Jan 23, 2026
BUY
$25.68 - $26.95 $281,067 - $294,967
10,945 Added 1.75%
635,230 $16.9 Million
Q3 2025

Oct 09, 2025
SELL
$24.38 - $26.34 $353,924 - $382,377
-14,517 Reduced 2.27%
624,285 $16.4 Million
Q2 2025

Jul 14, 2025
BUY
$20.84 - $24.54 $3.02 Million - $3.55 Million
144,855 Added 29.33%
638,802 $15.7 Million
Q1 2025

Apr 29, 2025
SELL
$23.03 - $25.01 $590,880 - $641,681
-25,657 Reduced 4.94%
493,947 $11.7 Million
Q4 2024

Jan 24, 2025
BUY
$23.49 - $71.77 $8.78 Million - $26.8 Million
373,800 Added 256.37%
519,604 $12.3 Million
Q3 2024

Oct 22, 2024
BUY
$65.36 - $71.76 $1.43 Million - $1.57 Million
21,827 Added 17.61%
145,804 $10.5 Million
Q2 2024

Jul 11, 2024
BUY
$63.87 - $67.55 $106,407 - $112,538
1,666 Added 1.36%
123,977 $8.3 Million
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $459,902 - $508,996
-7,553 Reduced 5.82%
122,311 $8.24 Million
Q4 2023

Feb 06, 2024
BUY
$53.46 - $62.11 $4.17 Million - $4.84 Million
77,962 Added 150.21%
129,864 $8.04 Million
Q3 2023

Oct 19, 2023
BUY
$55.81 - $59.78 $109,555 - $117,348
1,963 Added 3.93%
51,902 $2.9 Million
Q2 2023

Aug 04, 2023
BUY
$53.84 - $57.58 $741,915 - $793,452
13,780 Added 38.11%
49,939 $2.87 Million
Q1 2023

May 11, 2023
BUY
$52.49 - $57.54 $630,509 - $691,170
12,012 Added 49.75%
36,159 $1.99 Million
Q4 2022

Feb 03, 2023
SELL
$48.43 - $56.6 $31,334 - $36,620
-647 Reduced 2.61%
24,147 $1.29 Million
Q3 2022

Nov 01, 2022
SELL
$47.76 - $56.79 $72,308 - $85,980
-1,514 Reduced 5.75%
24,794 $1.18 Million
Q2 2022

Aug 12, 2022
SELL
$49.93 - $59.29 $156,730 - $186,111
-3,139 Reduced 10.66%
26,308 $1.34 Million
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $143,456 - $155,081
2,589 Added 9.64%
29,447 $1.72 Million
Q4 2021

Jan 21, 2022
SELL
$54.44 - $58.74 $18,400 - $19,854
-338 Reduced 1.24%
26,858 $1.57 Million
Q3 2021

Nov 01, 2021
BUY
$52.82 - $56.3 $1.44 Million - $1.53 Million
27,196 New
27,196 $1.47 Million

Others Institutions Holding FNDX

# of Institutions
780
Shares Held
634M
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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