Empower Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Empower Advisory Group, LLC

$35.9 Billion
Q3 2025

A detailed history of Empower Advisory Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Empower Advisory Group, LLC holds 47,648 shares of FNDX stock, worth $1.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

47,648

Previous 23,351 104.05%

Holding current value

$1.27 Million

Previous $573,000 118.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$24.38 - $26.34 $592,360 - $639,982	24,297 Added 104.05%	47,648 $1.25 Million
Q2 2025 Aug 08, 2025	BUY	$20.84 - $24.54 $139,898 - $164,737	6,713 Added 40.35%	23,351 $573,000
Q1 2025 May 09, 2025	BUY	$23.03 - $25.01 $26,599 - $28,886	1,155 Added 7.46%	16,638 $392,000
Q4 2024 Jan 31, 2025	BUY	$23.49 - $71.77 $218,997 - $669,111	9,323 Added 151.35%	15,483 $366,000
Q3 2024 Nov 05, 2024	SELL	$65.36 - $71.76 $85,817 - $94,220	-1,313 Reduced 17.57%	6,160 $442,000

Q2 2024 Jul 25, 2024	BUY	$63.87 - $67.55 $222,650 - $235,479	3,486 Added 87.43%	7,473 $500,000
Q1 2024 May 02, 2024	SELL	$60.89 - $67.39 $204,894 - $226,767	-3,365 Reduced 45.77%	3,987 $268,000
Q4 2023 Feb 07, 2024	BUY	$53.46 - $62.11 $393,037 - $456,632	7,352 New	7,352 $455,000

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Empower Advisory Group, LLC Schwab Fundamental U S Large C Transaction History