Global Assets Advisory, LLC Schwab Fundamental U S Large C Transaction History

Global Assets Advisory, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Global Assets Advisory, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Global Assets Advisory, LLC holds 19,810 shares of FNDX stock, worth $516,050. This represents 0.15% of its overall portfolio holdings.

Number of Shares
19,810
Previous 17,160 15.44%
Holding current value
$516,050
Previous $426 Million 22.33%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 31, 2025
BUY
$24.38 - $26.34 $64,607 - $69,801
2,650 Added 15.44%
19,810 $521 Million
Q2 2025

Jul 22, 2025
SELL
$20.84 - $24.54 $1.15 Million - $1.35 Million
-55,050 Reduced 76.24%
17,160 $426 Million
Q1 2025

Apr 23, 2025
BUY
$23.03 - $25.01 $1.66 Million - $1.81 Million
72,210 New
72,210 $1.61 Billion

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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