Garrett Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Garrett Investment Advisors LLC

  • $1.02 Billion
  • Q2 2025

A detailed history of Garrett Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 15,489 shares of FNDX stock, worth $389,548. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,489
Previous 18,730 17.3%
Holding current value
$389,548
Previous $437,000 13.04%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 14, 2025
SELL
$20.84 - $24.54 $67,542 - $79,534
-3,241 Reduced 17.3%
15,489 $380,000
Q1 2025

Apr 10, 2025
SELL
$23.03 - $25.01 $18,976 - $20,608
-824 Reduced 4.21%
18,730 $437,000
Q4 2024

Jan 15, 2025
BUY
$23.49 - $71.77 $307,578 - $939,756
13,094 Added 202.69%
19,554 $463,000
Q3 2024

Oct 17, 2024
BUY
$65.36 - $71.76 $422,225 - $463,569
6,460 New
6,460 $463,000

Others Institutions Holding FNDX

# of Institutions
697
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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