Ifp Advisors, Inc Schwab Fundamental U S Large C Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Ifp Advisors, Inc holds 88,433 shares of FNDX stock, worth $2.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

88,433

Previous 62,728 40.98%

Holding current value

$2.22 Million

Previous $1.48 Million 46.52%

% of portfolio

0.07%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$20.84 - $24.54 $535,692 - $630,800	25,705 Added 40.98%	88,433 $2.17 Million
Q1 2025 May 05, 2025	BUY	$23.03 - $25.01 $225,832 - $245,248	9,806 Added 18.53%	62,728 $1.48 Million
Q4 2024 Feb 04, 2025	BUY	$23.49 - $71.77 $854,895 - $2.61 Million	36,394 Added 220.2%	52,922 $1.25 Million
Q3 2024 Feb 04, 2025	BUY	$65.36 - $71.76 $420,134 - $461,273	6,428 Added 63.64%	16,528 $1.19 Million
Q2 2024 Jul 30, 2024	BUY	$63.87 - $67.55 $222,459 - $235,276	3,483 Added 52.64%	10,100 $676,000
Q1 2024 Jul 30, 2024	BUY	$60.89 - $67.39 $110,332 - $122,110	1,812 Added 37.71%	6,617 $445,000
Q4 2023 Jan 09, 2024	SELL	$53.46 - $62.11 $115,687 - $134,406	-2,164 Reduced 31.05%	4,805 $297,000
Q2 2023 Aug 04, 2023	SELL	$53.84 - $57.58 $269 - $287	-5 Reduced 0.07%	6,969 $401,000
Q1 2023 Apr 18, 2023	SELL	$52.49 - $57.54 $40,207 - $44,075	-766 Reduced 9.9%	6,974 $383,000
Q4 2022 Feb 07, 2023	SELL	$48.43 - $56.6 $2.44 Million - $2.86 Million	-50,468 Reduced 86.7%	7,740 $292,000
Q3 2022 Nov 08, 2022	BUY	$47.76 - $56.79 $32,572 - $38,730	682 Added 1.19%	58,208 $2.2 Million
Q2 2022 Sep 06, 2022	BUY	$49.93 - $59.29 $2.87 Million - $3.41 Million	57,526 New	57,526 $2.17 Million
Q2 2022 Aug 12, 2022	SELL	$49.93 - $59.29 $2.87 Million - $3.41 Million	-57,526 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$55.41 - $59.9 $930,223 - $1.01 Million	16,788 Added 41.21%	57,526 $0
Q1 2022 Aug 08, 2022	BUY	$55.41 - $59.9 $209,782 - $226,781	3,786 Added 10.25%	40,738 $0
Q4 2021 Jan 12, 2022	BUY	$54.44 - $58.74 $1.72 Million - $1.86 Million	31,682 Added 601.18%	36,952 $2.16 Million
Q3 2021 Oct 06, 2021	BUY	$52.82 - $56.3 $238,376 - $254,081	4,513 Added 596.17%	5,270 $282,000
Q2 2021 Jul 13, 2021	BUY	$52.09 - $56.08 $36,306 - $39,087	697 Added 1161.67%	757 $41,000
Q1 2021 Apr 30, 2021	SELL	$44.75 - $52.45 $39,872 - $46,732	-891 Reduced 93.69%	60 $3,000
Q4 2020 Jan 25, 2021	BUY	$37.99 - $45.31 $33,849 - $40,371	891 Added 1485.0%	951 $43,000
Q2 2020 Aug 05, 2020	SELL	$29.92 - $40.24 $14,960 - $20,120	-500 Reduced 89.29%	60 $2,000
Q3 2019 Nov 07, 2019	BUY	$39.35 - $40.14 $7,083 - $7,225	180 Added 47.37%	560 $22,000
Q1 2019 May 15, 2019	SELL	N/A	-288 Reduced 43.11%	380 $14,000
Q4 2018 Jan 23, 2019	SELL	N/A	-10,073 Reduced 93.78%	668 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,011 Added 10.39%	10,741 $0
Q2 2018 Aug 07, 2018	BUY	N/A	9,730 New	9,730 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-91 Closed	0 $0
Q2 2016 Jun 03, 2019	SELL	N/A	-289 Reduced 76.05%	91 $3,000
Q1 2016 Jun 03, 2019	BUY	N/A	380	380 $14,000

Others Institutions Holding FNDX

# of Institutions

696

Shares Held

594M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account