Lbmc Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History

Lbmc Investment Advisors, LLC

$1.53 Billion
Q3 2025

A detailed history of Lbmc Investment Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 58,923 shares of FNDX stock, worth $1.53 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

58,923

Previous 62,929 6.37%

Holding current value

$1.53 Million

Previous $1.54 Million 0.32%

% of portfolio

0.1%

Previous 0.11%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$24.38 - $26.34 $97,666 - $105,518	-4,006 Reduced 6.37%	58,923 $1.55 Million
Q1 2025 Apr 09, 2025	SELL	$23.03 - $25.01 $131,294 - $142,582	-5,701 Reduced 8.31%	62,929 $1.47 Million
Q4 2024 Jan 16, 2025	BUY	$23.49 - $71.77 $1.07 Million - $3.28 Million	45,755 Added 200.02%	68,630 $1.63 Million
Q3 2024 Oct 08, 2024	BUY	$65.36 - $71.76 $130 - $143	2 Added 0.01%	22,875 $1.64 Million
Q1 2024 Apr 12, 2024	BUY	$60.89 - $67.39 $121 - $134	2 Added 0.01%	22,873 $1.54 Million
Q4 2023 Jan 16, 2024	BUY	$53.46 - $62.11 $53 - $62	1 Added 0.0%	22,871 $1.42 Million
Q3 2023 Oct 05, 2023	SELL	$55.81 - $59.78 $16,966 - $18,173	-304 Reduced 1.31%	22,870 $1.28 Million
Q2 2023 Jul 17, 2023	BUY	$53.84 - $57.58 $53 - $57	1 Added 0.0%	23,174 $1.33 Million
Q4 2022 Jan 10, 2023	BUY	$48.43 - $56.6 $38,792 - $45,336	801 Added 3.58%	23,173 $0
Q3 2022 Oct 07, 2022	SELL	$47.76 - $56.79 $128,999 - $153,389	-2,701 Reduced 10.77%	22,372 $1.07 Million
Q2 2022 Jul 07, 2022	BUY	$49.93 - $59.29 $296,484 - $352,064	5,938 Added 31.03%	25,073 $1.28 Million
Q4 2021 Mar 17, 2022	BUY	$54.44 - $58.74 $169,743 - $183,151	3,118 Added 19.47%	19,135 $1.12 Million
Q3 2021 Nov 15, 2021	SELL	$52.82 - $56.3 $128,986 - $137,484	-2,442 Reduced 13.23%	16,017 $1.03 Million
Q2 2021 Aug 02, 2021	SELL	$52.09 - $56.08 $35,369 - $38,078	-679 Reduced 3.55%	18,459 $1.01 Million
Q1 2021 Apr 20, 2021	BUY	$44.75 - $52.45 $30,385 - $35,613	679 Added 3.68%	19,138 $989,000
Q4 2020 Jan 21, 2021	BUY	$37.99 - $45.31 $22,794 - $27,186	600 Added 3.36%	18,459 $836,000
Q2 2018 Aug 03, 2018	BUY	N/A	17,859 New	17,859 $667,000

Others Institutions Holding FNDX

# of Institutions

738

Shares Held

621M

Call Options Held

Put Options Held

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 Lbmc Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lbmc Investment Advisors, LLC with notifications on news.

Account

Lbmc Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History