Abound Wealth Management Schwab Fundamental U S Large C Transaction History

Abound Wealth Management

$399 Billion
Q3 2025

A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Abound Wealth Management holds 18,775 shares of FNDX stock, worth $498,851. This represents 0.12% of its overall portfolio holdings.

Number of Shares

18,775

Previous 22,813 17.7%

Holding current value

$498,851

Previous $560 Million 11.8%

% of portfolio

0.12%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$24.38 - $26.34 $98,446 - $106,360	-4,038 Reduced 17.7%	18,775 $494 Million
Q2 2025 Jul 14, 2025	BUY	$20.84 - $24.54 $147,693 - $173,914	7,087 Added 45.07%	22,813 $560 Million
Q1 2025 Apr 17, 2025	BUY	$23.03 - $25.01 $437 - $475	19 Added 0.12%	15,726 $371 Million
Q4 2024 Jan 13, 2025	BUY	$23.49 - $71.77 $260,316 - $795,355	11,082 Added 239.61%	15,707 $372 Million
Q3 2024 Nov 04, 2024	BUY	$65.36 - $71.76 $1,372 - $1,506	21 Added 0.46%	4,625 $332 Million

Q2 2024 Aug 09, 2024	SELL	$63.87 - $67.55 $5,620 - $5,944	-88 Reduced 1.88%	4,604 $308 Million
Q1 2024 Aug 08, 2024	BUY	$60.89 - $67.39 $365 - $404	6 Added 0.13%	4,692 $316 Million
Q4 2023 Aug 08, 2024	BUY	$53.46 - $62.11 $167,169 - $194,217	3,127 Added 200.58%	4,686 $290 Million
Q3 2023 Aug 08, 2024	BUY	$55.81 - $59.78 $390 - $418	7 Added 0.45%	1,559 $87.3 Million
Q2 2023 Aug 08, 2024	BUY	$53.84 - $57.58 $323 - $345	6 Added 0.39%	1,552 $89.4 Million
Q1 2023 Aug 07, 2024	BUY	$52.49 - $57.54 $81,149 - $88,956	1,546 New	1,546 $84.9 Million
Q4 2022 Aug 07, 2024	BUY	$48.43 - $56.6 $339 - $396	7 Added 0.46%	1,539 $82.2 Million
Q3 2022 Aug 07, 2024	SELL	$47.76 - $56.79 $668 - $795	-14 Reduced 0.91%	1,532 $73.2 Million
Q2 2022 Aug 12, 2024	SELL	$49.93 - $59.29 $153,784 - $182,613	-3,080 Reduced 66.9%	1,524 $77.6 Million
Q4 2021 Aug 12, 2024	SELL	$54.44 - $58.74 $167,675 - $180,919	-3,080 Reduced 66.9%	1,524 $89.3 Million

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Abound Wealth Management Schwab Fundamental U S Large C Transaction History