Kavar Capital Partners Group, LLC Schwab Fundamental U S Large C Transaction History

Kavar Capital Partners Group, LLC

$733 Million
Q3 2025

A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,532,626 shares of FNDX stock, worth $39.9 Million. This represents 5.5% of its overall portfolio holdings.

Number of Shares

1,532,626

Previous 1,469,002 4.33%

Holding current value

$39.9 Million

Previous $36 Million 11.81%

% of portfolio

5.5%

Previous 5.25%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$24.38 - $26.34 $1.55 Million - $1.68 Million	63,624 Added 4.33%	1,532,626 $40.3 Million
Q2 2025 Jul 17, 2025	BUY	$20.84 - $24.54 $391,375 - $460,861	18,780 Added 1.29%	1,469,002 $36 Million
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $1.33 Million - $1.44 Million	57,742 Added 4.15%	1,450,222 $34.2 Million
Q4 2024 Jan 22, 2025	BUY	$23.49 - $71.77 $22.4 Million - $68.5 Million	953,995 Added 217.57%	1,392,480 $33 Million
Q3 2024 Oct 24, 2024	BUY	$65.36 - $71.76 $418,957 - $459,981	6,410 Added 1.48%	438,485 $31.5 Million
Q2 2024 Jul 19, 2024	BUY	$63.87 - $67.55 $978,999 - $1.04 Million	15,328 Added 3.68%	432,075 $28.9 Million
Q1 2024 May 14, 2024	SELL	$60.89 - $67.39 $22.4 Million - $24.8 Million	-367,501 Reduced 46.86%	416,747 $28.1 Million
Q4 2023 Feb 14, 2024	BUY	$53.46 - $62.11 $21.7 Million - $25.3 Million	406,784 Added 107.77%	784,248 $48.6 Million
Q3 2023 Nov 06, 2023	BUY	$55.81 - $59.78 $314,489 - $336,860	5,635 Added 1.52%	377,464 $21.1 Million
Q2 2023 Aug 07, 2023	BUY	$53.84 - $57.58 $16,313 - $17,446	303 Added 0.08%	371,829 $21.4 Million
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $112,013 - $122,790	2,134 Added 0.58%	371,526 $20.4 Million
Q4 2022 Feb 10, 2023	BUY	$48.43 - $56.6 $765,484 - $894,619	15,806 Added 4.47%	369,392 $19.7 Million
Q3 2022 Nov 08, 2022	BUY	$47.76 - $56.79 $1.98 Million - $2.35 Million	41,411 Added 13.27%	353,586 $16.9 Million
Q2 2022 Aug 09, 2022	BUY	$49.93 - $59.29 $5.1 Million - $6.06 Million	102,137 Added 48.63%	312,175 $15.9 Million
Q1 2022 May 09, 2022	BUY	$55.41 - $59.9 $3.62 Million - $3.91 Million	65,283 Added 45.1%	210,038 $12.3 Million
Q4 2021 Jan 27, 2022	BUY	$54.44 - $58.74 $130,002 - $140,271	2,388 Added 1.68%	144,755 $8.48 Million
Q3 2021 Nov 01, 2021	BUY	$52.82 - $56.3 $5.39 Million - $5.74 Million	101,992 Added 252.61%	142,367 $7.68 Million
Q2 2021 Aug 02, 2021	SELL	$52.09 - $56.08 $11,720 - $12,618	-225 Reduced 0.55%	40,375 $2.21 Million
Q1 2021 May 13, 2021	SELL	$44.75 - $52.45 $129,551 - $151,842	-2,895 Reduced 6.66%	40,600 $2.1 Million
Q4 2020 Feb 05, 2021	BUY	$37.99 - $45.31 $1.65 Million - $1.97 Million	43,495 New	43,495 $1.97 Million

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

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Kavar Capital Partners Group, LLC Schwab Fundamental U S Large C Transaction History