J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 44,832 shares of FNDX stock, worth $1.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

44,832

Holding current value

$1.17 Million

% of portfolio

0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$20.84 - $24.54 $934,298 - $1.1 Million	44,832 New	44,832 $1.1 Million
Q4 2024 Jan 30, 2025	BUY	$23.49 - $71.77 $443,256 - $1.35 Million	18,870 Added 257.12%	26,209 $620,000
Q3 2024 Oct 24, 2024	BUY	$65.36 - $71.76 $130,131 - $142,874	1,991 Added 37.23%	7,339 $526,000
Q2 2024 Aug 08, 2024	BUY	$63.87 - $67.55 $122,630 - $129,696	1,920 Added 56.01%	5,348 $358,000
Q1 2024 Apr 30, 2024	BUY	$60.89 - $67.39 $208,730 - $231,012	3,428 New	3,428 $231,000
Q1 2022 May 16, 2022	BUY	$55.41 - $59.9 $8 Million - $8.65 Million	144,404 New	144,404 $19,000

Others Institutions Holding FNDX

# of Institutions

740

Shares Held

623M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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J.W. Cole Advisors, Inc. Schwab Fundamental U S Large C Transaction History