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

Lbmc Investment Advisors, LLC

  • $1.38 Billion
  • Q2 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 62,929 shares of FNDX stock, worth $1.58 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
62,929
Previous 62,929 -0.0%
Holding current value
$1.58 Million
Previous $1.47 Million 4.96%
% of portfolio
0.11%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
696
Shares Held
594M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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