Legacy Financial Strategies, LLC Schwab Fundamental U S Large C Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 34,090 shares of FNDX stock, worth $857,363. This represents 0.17% of its overall portfolio holdings.

Number of Shares
34,090
Previous 33,165 2.79%
Holding current value
$857,363
Previous $775,000 7.87%
% of portfolio
0.17%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$20.84 - $24.54 $19,277 - $22,699
925 Added 2.79%
34,090 $836,000
Q1 2025

Apr 08, 2025
SELL
$23.03 - $25.01 $134,725 - $146,308
-5,850 Reduced 14.99%
33,165 $775,000
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $553,072 - $1.69 Million
23,545 Added 152.2%
39,015 $923,000
Q3 2024

Oct 18, 2024
BUY
$65.36 - $71.76 $114,706 - $125,938
1,755 Added 12.8%
15,470 $1.11 Million
Q2 2024

Jul 10, 2024
BUY
$63.87 - $67.55 $875,977 - $926,448
13,715 New
13,715 $918,000

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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