Global Wealth Strategies & Associates Schwab Fundamental U S Large C Transaction History

Global Wealth Strategies & Associates

$389 Billion
Q3 2025

A detailed history of Global Wealth Strategies & Associates transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 1,466 shares of FNDX stock, worth $38,878. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,466

Previous 1,302 12.6%

Holding current value

$38,878

Previous $31.9 Million 20.71%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$24.38 - $26.34 $3,998 - $4,319	164 Added 12.6%	1,466 $38.6 Million
Q2 2025 Jul 07, 2025	SELL	$20.84 - $24.54 $9,065 - $10,674	-435 Reduced 25.04%	1,302 $31.9 Million
Q1 2025 Apr 02, 2025	BUY	$23.03 - $25.01 $138 - $150	6 Added 0.35%	1,737 $41 Million
Q4 2024 Jan 02, 2025	BUY	$23.49 - $71.77 $27,154 - $82,966	1,156 Added 201.04%	1,731 $41 Million
Q4 2023 Jan 02, 2024	SELL	$53.46 - $62.11 $8,874 - $10,310	-166 Reduced 22.4%	575 $35.6 Million
Q2 2023 Jul 05, 2023	BUY	$53.84 - $57.58 $7,483 - $8,003	139 Added 23.09%	741 $42.7 Million
Q1 2023 Apr 03, 2023	BUY	$52.49 - $57.54 $1,417 - $1,553	27 Added 4.7%	602 $33.1 Million
Q4 2022 Jan 17, 2023	BUY	$48.43 - $56.6 $27,847 - $32,545	575 New	575 $30.7 Million

Others Institutions Holding FNDX

# of Institutions

725

Shares Held

619M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Global Wealth Strategies & Associates Schwab Fundamental U S Large C Transaction History