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

Valmark Advisers, Inc.

$7.88 Billion
Q4 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 105,336 shares of FNDX stock, worth $2.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

105,336

Previous 46,514 126.46%

Holding current value

$2.8 Million

Previous $1.22 Million 128.78%

% of portfolio

0.04%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$25.68 - $26.95 $1.51 Million - $1.59 Million	58,822 Added 126.46%	105,336 $2.8 Million
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

781

Shares Held

634M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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