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

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 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 203,669 shares of FNDX stock, worth $5.07 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
203,669
Previous 33,317 511.31%
Holding current value
$5.07 Million
Previous $787 Million 535.38%
% of portfolio
3.41%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
698
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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