Ep Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 75,128 shares of FNDX stock, worth $1.89 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
75,128
Previous 69,379 8.29%
Holding current value
$1.89 Million
Previous $1.64 Million 7.98%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$23.03 - $25.01 $132,399 - $143,782
5,749 Added 8.29%
75,128 $1.77 Million
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $1.12 Million - $3.42 Million
47,699 Added 220.01%
69,379 $1.64 Million
Q3 2024

Nov 14, 2024
SELL
$65.36 - $71.76 $79,216 - $86,973
-1,212 Reduced 5.29%
21,680 $1.56 Million
Q2 2024

Aug 19, 2024
BUY
$63.87 - $67.55 $665,397 - $703,735
10,418 Added 83.52%
22,892 $1.53 Million
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $303,841 - $336,276
4,990 Added 66.68%
12,474 $840,000
Q4 2023

Feb 28, 2024
SELL
$53.46 - $62.11 $82,061 - $95,338
-1,535 Reduced 17.02%
7,484 $463,000
Q3 2023

Nov 22, 2023
SELL
$55.81 - $59.78 $1.01 Million - $1.09 Million
-18,164 Reduced 66.82%
9,019 $504,000
Q2 2023

Aug 14, 2023
BUY
$53.84 - $57.58 $1.46 Million - $1.57 Million
27,183 New
27,183 $1.56 Million
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $317,305 - $376,787
-6,355 Closed
0 $0
Q1 2022

May 20, 2022
BUY
$55.41 - $59.9 $10,250 - $11,081
185 Added 3.0%
6,355 $372,000
Q4 2021

Feb 17, 2022
BUY
$54.44 - $58.74 $335,894 - $362,425
6,170 New
6,170 $362,000
Q2 2021

Aug 24, 2021
SELL
$52.09 - $56.08 $242,166 - $260,715
-4,649 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$44.75 - $52.45 $208,042 - $243,840
4,649 New
4,649 $240,000

Others Institutions Holding FNDX

# of Institutions
696
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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