Wiley Bros. Aintree Capital, LLC Schwab Fundamental U S Large C Transaction History

Wiley Bros. Aintree Capital, LLC

$14.9 Billion
Q3 2025

A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 121,035 shares of FNDX stock, worth $3.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

121,035

Previous 159,276 24.01%

Holding current value

$3.22 Million

Previous $3.91 Million 18.55%

% of portfolio

0.02%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$24.38 - $26.34 $932,315 - $1.01 Million	-38,241 Reduced 24.01%	121,035 $3.18 Million
Q2 2025 Aug 14, 2025	BUY	$20.84 - $24.54 $233,241 - $274,651	11,192 Added 7.56%	159,276 $3.91 Million
Q1 2025 May 15, 2025	BUY	$23.03 - $25.01 $398,557 - $432,823	17,306 Added 13.23%	148,084 $3.5 Million
Q4 2024 Feb 14, 2025	BUY	$23.49 - $71.77 $2.28 Million - $6.97 Million	97,088 Added 288.18%	130,778 $3.1 Million
Q3 2024 Nov 14, 2024	BUY	$65.36 - $71.76 $1.13 Million - $1.24 Million	17,267 Added 105.14%	33,690 $2.42 Million

Q2 2024 Jul 23, 2024	BUY	$63.87 - $67.55 $1.05 Million - $1.11 Million	16,423 New	16,423 $1.1 Million

Others Institutions Holding FNDX

# of Institutions

779

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Wiley Bros. Aintree Capital, LLC Schwab Fundamental U S Large C Transaction History