Invested Advisors Schwab Fundamental U S Large C Transaction History

Invested Advisors

$68.7 Billion
Q3 2025

A detailed history of Invested Advisors transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Invested Advisors holds 8,973 shares of FNDX stock, worth $233,746. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,973

Holding current value

$233,746

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 23, 2025	BUY	$24.38 - $26.34 $218,761 - $236,348	8,973 New	8,973 $213 Million

Others Institutions Holding FNDX

# of Institutions

738

Shares Held

621M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

402M
Shares

$10.5 Billion
1.77% of portfolio
Captrust Financial Advisors Raleigh, NC

16.3M
Shares

$425 Million
0.93% of portfolio
Boulay Financial Advisors, LLC Eden Prairie, MN

8.77M
Shares

$229 Million
32.39% of portfolio
Mc Adam, LLC

8.27M
Shares

$215 Million
11.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.11M
Shares

$211 Million
0.05% of portfolio

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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