Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 64,925 shares of FNDX stock, worth $1.73 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

64,925

Previous 64,585 0.53%

Holding current value

$1.73 Million

Previous $1.58 Billion 7.74%

% of portfolio

0.17%

Previous 0.17%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$24.38 - $26.34 $8,289 - $8,955	340 Added 0.53%	64,925 $1.71 Billion
Q2 2025 Jul 29, 2025	BUY	$20.84 - $24.54 $158,738 - $186,921	7,617 Added 13.37%	64,585 $1.58 Billion
Q1 2025 Apr 30, 2025	BUY	$23.03 - $25.01 $10,731 - $11,654	466 Added 0.82%	56,968 $1.35 Billion
Q4 2024 Jan 27, 2025	BUY	$23.49 - $71.77 $847,284 - $2.59 Million	36,070 Added 176.54%	56,502 $1.34 Billion
Q3 2024 Oct 07, 2024	BUY	$65.36 - $71.76 $163,596 - $179,615	2,503 Added 13.96%	20,432 $1.47 Billion

Q2 2024 Jul 23, 2024	BUY	$63.87 - $67.55 $6,323 - $6,687	99 Added 0.56%	17,929 $1.2 Billion
Q1 2024 Apr 12, 2024	BUY	$60.89 - $67.39 $33,367 - $36,929	548 Added 3.17%	17,830 $1.2 Billion
Q4 2023 Apr 04, 2024	SELL	$53.46 - $62.11 $29,082 - $33,787	-544 Reduced 3.05%	17,282 $924 Million
Q3 2023 Apr 04, 2024	BUY	$55.81 - $59.78 $17,803 - $19,069	319 Added 1.82%	17,826 $998 Million
Q2 2023 Apr 04, 2024	SELL	$53.84 - $57.58 $484 - $518	-9 Reduced 0.05%	17,507 $1.01 Billion
Q1 2023 Apr 04, 2024	BUY	$52.49 - $57.54 $12,282 - $13,464	234 Added 1.35%	17,516 $962 Million
Q4 2022 Apr 04, 2024	BUY	$48.43 - $56.6 $11,526 - $13,470	238 Added 1.4%	17,282 $924 Million
Q3 2022 Apr 04, 2024	SELL	$47.76 - $56.79 $3,438 - $4,088	-72 Reduced 0.42%	17,044 $814 Million
Q2 2022 Apr 04, 2024	BUY	$49.93 - $59.29 $854,601 - $1.01 Million	17,116 New	17,116 $871 Million
Q1 2022 Apr 05, 2024	BUY	$55.41 - $59.9 $10,472 - $11,321	189 Added 1.16%	16,506 $966 Million
Q4 2021 Apr 05, 2024	SELL	$54.44 - $58.74 $77,141 - $83,234	-1,417 Reduced 7.99%	16,317 $956 Million
Q3 2021 Apr 05, 2024	BUY	$52.82 - $56.3 $12,676 - $13,512	240 Added 1.37%	17,734 $957 Million
Q2 2021 Apr 05, 2024	SELL	$52.09 - $56.08 $28,336 - $30,507	-544 Reduced 3.02%	17,494 $957 Million
Q1 2021 Apr 05, 2024	SELL	$44.75 - $52.45 $48,106 - $56,383	-1,075 Reduced 5.62%	18,038 $932 Million
Q4 2020 Apr 05, 2024	SELL	$37.99 - $45.31 $1.04 Million - $1.24 Million	-27,360 Reduced 58.87%	19,113 $866 Million
Q3 2020 Apr 05, 2024	SELL	$36.46 - $41.42 $1.51 Million - $1.71 Million	-41,367 Reduced 47.09%	46,473 $1.8 Billion
Q2 2020 Apr 05, 2024	SELL	$29.92 - $40.24 $87,276 - $117,380	-2,917 Reduced 3.21%	87,840 $3.24 Billion
Q1 2020 Apr 05, 2024	BUY	$27.15 - $43.59 $213,317 - $342,486	7,857 Added 9.48%	90,757 $2.84 Billion
Q4 2019 Apr 05, 2024	BUY	$38.15 - $42.78 $302,796 - $339,544	7,937 Added 10.59%	82,900 $3.54 Billion
Q3 2019 Apr 05, 2024	BUY	$39.35 - $40.14 $158,501 - $161,683	4,028 Added 5.68%	74,963 $2.96 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	10,229 Added 16.85%	70,935 $2.77 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	43,424 Added 251.27%	60,706 $2.3 Billion

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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Financial Synergies Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History