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

Eq Wealth Advisors, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 202,794 shares of FNDX stock, worth $5.28 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
202,794
Previous 203,669 0.43%
Holding current value
$5.28 Million
Previous $5 Billion 6.71%
% of portfolio
3.5%
Previous 3.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$24.38 - $26.34 $21,332 - $23,047
-875 Reduced 0.43%
202,794 $5.33 Billion
Q2 2025

Jul 28, 2025
BUY
$20.84 - $24.54 $3.55 Million - $4.18 Million
170,352 Added 511.31%
203,669 $5 Billion
Q1 2025

Apr 22, 2025
SELL
$23.03 - $25.01 $105,431 - $114,495
-4,578 Reduced 12.08%
33,317 $787 Million
Q4 2024

Jan 24, 2025
BUY
$23.49 - $71.77 $890,153 - $2.72 Million
37,895 New
37,895 $897 Million

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
623M
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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