Independent Advisor Alliance Schwab Fundamental U S Large C Transaction History

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Independent Advisor Alliance holds 10,738 shares of FNDX stock, worth $284,771. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,738
Previous 9,881 8.67%
Holding current value
$284,771
Previous $233,000 12.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 11, 2025
BUY
$20.84 - $24.54 $17,859 - $21,030
857 Added 8.67%
10,738 $263,000
Q1 2025

May 12, 2025
SELL
$23.03 - $25.01 $174,360 - $189,350
-7,571 Reduced 43.38%
9,881 $233,000
Q4 2024

Feb 07, 2025
BUY
$23.49 - $71.77 $409,947 - $1.25 Million
17,452 New
17,452 $413,000

Others Institutions Holding FNDX

# of Institutions
727
Shares Held
620M
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
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email