Fortis Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025

A detailed history of Fortis Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 1,241,457 shares of FNDX stock, worth $31 Million. This represents 5.45% of its overall portfolio holdings.

Number of Shares
1,241,457
Previous 1,268,807 2.16%
Holding current value
$31 Million
Previous $30 Billion 1.7%
% of portfolio
5.45%
Previous 6.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$20.84 - $24.54 $569,974 - $671,169
-27,350 Reduced 2.16%
1,241,457 $30.5 Billion
Q1 2025

May 20, 2025
BUY
$23.03 - $25.01 $29.2 Million - $31.7 Million
1,268,807 New
1,268,807 $30 Billion

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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