Rollins Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Rollins Financial Advisors, LLC

$574 Billion
Q1 2025

A detailed history of Rollins Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 318,375 shares of FNDX stock, worth $7.64 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

318,375

Previous 312,121 2.0%

Holding current value

$7.64 Million

Previous $7.39 Billion 1.7%

% of portfolio

1.31%

Previous 1.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$23.03 - $25.01 $144,029 - $156,412	6,254 Added 2.0%	318,375 $7.52 Billion
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $5 Million - $15.3 Million	213,027 Added 214.97%	312,121 $7.39 Billion
Q3 2024 Nov 13, 2024	BUY	$65.36 - $71.76 $616,867 - $677,270	9,438 Added 10.53%	99,094 $7.11 Billion
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $356,713 - $377,266	5,585 Added 6.64%	89,656 $6.01 Billion
Q1 2024 May 14, 2024	BUY	$60.89 - $67.39 $1.6 Million - $1.77 Million	26,199 Added 45.27%	84,071 $5.67 Billion
Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $3.09 Million - $3.59 Million	57,872 New	57,872 $3.58 Billion

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Rollins Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History