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

Boulay Financial Advisors, LLC

  • $714 Billion
  • Q2 2025

A detailed history of Boulay Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Boulay Financial Advisors, LLC holds 8,538,518 shares of FNDX stock, worth $223 Million. This represents 27.32% of its overall portfolio holdings.

Number of Shares
8,538,518
Previous 6,271,529 36.15%
Holding current value
$223 Million
Previous $140 Billion 39.22%
% of portfolio
27.32%
Previous 46.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$20.84 - $24.54 $47.2 Million - $55.6 Million
2,266,989 Added 36.15%
8,538,518 $195 Billion
Q1 2025

May 09, 2025
BUY
$23.03 - $25.01 $144 Million - $157 Million
6,271,529 New
6,271,529 $140 Billion

Others Institutions Holding FNDX

# of Institutions
725
Shares Held
620M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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