Valmark Advisers, Inc. Schwab Fundamental U S Large C Transaction History

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025

A detailed history of Valmark Advisers, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Valmark Advisers, Inc. holds 46,514 shares of FNDX stock, worth $1.24 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
46,514
Previous 34,153 36.19%
Holding current value
$1.24 Million
Previous $838,000 45.94%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 23, 2025
BUY
$24.38 - $26.34 $301,361 - $325,588
12,361 Added 36.19%
46,514 $1.22 Million
Q2 2025

Jul 23, 2025
BUY
$20.84 - $24.54 $90,237 - $106,258
4,330 Added 14.52%
34,153 $838,000
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $686,823 - $745,873
29,823 New
29,823 $704,000

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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