Walkner Condon Financial Advisors LLC Schwab Fundamental U S Large C Transaction History

Walkner Condon Financial Advisors LLC

$686 Million
Q4 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 13,682 shares of FNDX stock, worth $363,530. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,682

Previous 12,956 5.6%

Holding current value

$363,530

Previous $340,000 6.76%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.68 - $26.95 $18,643 - $19,565	726 Added 5.6%	13,682 $363,000
Q3 2025 Oct 28, 2025	SELL	$24.38 - $26.34 $39,008 - $42,144	-1,600 Reduced 10.99%	12,956 $340,000
Q2 2025 Aug 06, 2025	BUY	$20.84 - $24.54 $62,520 - $73,620	3,000 Added 25.96%	14,556 $357,000
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $185,876 - $567,916	7,913 Added 217.21%	11,556 $273,000
Q2 2024 Jul 26, 2024	SELL	$63.87 - $67.55 $9,452 - $9,997	-148 Reduced 3.9%	3,643 $244,000

Q1 2024 Apr 22, 2024	SELL	$60.89 - $67.39 $12,604 - $13,949	-207 Reduced 5.18%	3,791 $255,000
Q4 2023 Jan 23, 2024	BUY	$53.46 - $62.11 $213,733 - $248,315	3,998 New	3,998 $247,000

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
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Walkner Condon Financial Advisors LLC Schwab Fundamental U S Large C Transaction History