Archvest Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Archvest Wealth Advisors, Inc.

$120 Million
Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 29,063 shares of FNDX stock, worth $770,750. This represents 0.57% of its overall portfolio holdings.

Number of Shares

29,063

Previous 28,608 1.59%

Holding current value

$770,750

Previous $677,000 1.33%

% of portfolio

0.57%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$23.03 - $25.01 $10,478 - $11,379	455 Added 1.59%	29,063 $686,000
Q4 2024 Jan 28, 2025	BUY	$23.49 - $71.77 $448,870 - $1.37 Million	19,109 Added 201.17%	28,608 $677,000
Q3 2024 Nov 04, 2024	BUY	$65.36 - $71.76 $2,222 - $2,439	34 Added 0.36%	9,499 $681,000
Q2 2024 Aug 12, 2024	BUY	$63.87 - $67.55 $43,559 - $46,069	682 Added 7.77%	9,465 $633,000
Q1 2024 Apr 29, 2024	BUY	$60.89 - $67.39 $86,950 - $96,232	1,428 Added 19.42%	8,783 $591,000
Q4 2023 Jan 16, 2024	BUY	$53.46 - $62.11 $393,198 - $456,819	7,355 New	7,355 $455,000

Others Institutions Holding FNDX

# of Institutions

726

Shares Held

620M

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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Archvest Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History