Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Large C Transaction History

Dhjj Financial Advisors, Ltd.

$242 Million
Q2 2025

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 9,977 shares of FNDX stock, worth $249,425. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,977

Previous 10,772 7.38%

Holding current value

$249,425

Previous $251,000 2.79%

% of portfolio

0.1%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$20.84 - $24.54 $16,567 - $19,509	-795 Reduced 7.38%	9,977 $244,000
Q1 2025 Apr 18, 2025	BUY	$23.03 - $25.01 $4,721 - $5,127	205 Added 1.94%	10,772 $251,000
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $158,393 - $483,945	6,743 Added 176.33%	10,567 $250,000
Q3 2024 Oct 22, 2024	BUY	$65.36 - $71.76 $1,176 - $1,291	18 Added 0.47%	3,824 $274,000
Q1 2024 Apr 11, 2024	SELL	$60.89 - $67.39 $2,618 - $2,897	-43 Reduced 1.12%	3,806 $256,000
Q4 2023 Jan 29, 2024	SELL	$53.46 - $62.11 $13,258 - $15,403	-248 Reduced 6.05%	3,849 $238,000
Q3 2023 Oct 10, 2023	SELL	$55.81 - $59.78 $390 - $418	-7 Reduced 0.17%	4,097 $229,000
Q2 2023 Jul 28, 2023	SELL	$53.84 - $57.58 $14,429 - $15,431	-268 Reduced 6.13%	4,104 $236,000
Q1 2023 May 02, 2023	BUY	$52.49 - $57.54 $157 - $172	3 Added 0.07%	4,372 $240,000
Q4 2022 Feb 03, 2023	BUY	$48.43 - $56.6 $193 - $226	4 Added 0.09%	4,369 $233,000
Q3 2022 Nov 14, 2022	BUY	$47.76 - $56.79 $143 - $170	3 Added 0.07%	4,365 $208,000
Q2 2022 Aug 04, 2022	BUY	$49.93 - $59.29 $699 - $830	14 Added 0.32%	4,362 $222,000
Q1 2022 May 12, 2022	BUY	$55.41 - $59.9 $2,050 - $2,216	37 Added 0.86%	4,348 $255,000
Q4 2021 Jan 21, 2022	BUY	$54.44 - $58.74 $163 - $176	3 Added 0.07%	4,311 $253,000
Q3 2021 Nov 01, 2021	SELL	$52.82 - $56.3 $1,003 - $1,069	-19 Reduced 0.44%	4,308 $232,000
Q2 2021 Aug 05, 2021	SELL	$52.09 - $56.08 $2,239 - $2,411	-43 Reduced 0.98%	4,327 $237,000
Q1 2021 May 05, 2021	BUY	$44.75 - $52.45 $195,557 - $229,206	4,370 New	4,370 $223,000

Others Institutions Holding FNDX

# of Institutions

698

Shares Held

594M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Large C Transaction History