Legend Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Legend Financial Advisors, Inc.

$136 Billion
Q1 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 385,869 shares of FNDX stock, worth $9.13 Million. This represents 6.69% of its overall portfolio holdings.

Number of Shares

385,869

Previous 408,425 5.52%

Holding current value

$9.13 Million

Previous $9.67 Billion 5.8%

% of portfolio

6.69%

Previous 6.82%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$23.03 - $25.01 $519,464 - $564,125	-22,556 Reduced 5.52%	385,869 $9.11 Billion
Q4 2024 Jan 07, 2025	BUY	$23.49 - $71.77 $6.36 Million - $19.4 Million	270,589 Added 196.31%	408,425 $9.67 Billion
Q3 2024 Oct 17, 2024	SELL	$65.36 - $71.76 $132,680 - $145,672	-2,030 Reduced 1.45%	137,836 $9.89 Billion
Q2 2024 Jul 26, 2024	BUY	$63.87 - $67.55 $391,012 - $413,541	6,122 Added 4.58%	139,866 $9.37 Billion
Q1 2024 Apr 17, 2024	BUY	$60.89 - $67.39 $186,506 - $206,415	3,063 Added 2.34%	133,744 $9.01 Billion
Q4 2023 Jan 31, 2024	SELL	$53.46 - $62.11 $53,192 - $61,799	-995 Reduced 0.76%	130,681 $8.09 Billion
Q3 2023 Nov 13, 2023	SELL	$55.81 - $59.78 $43,141 - $46,209	-773 Reduced 0.58%	131,676 $7.37 Billion
Q2 2023 Aug 09, 2023	SELL	$53.84 - $57.58 $5,222 - $5,585	-97 Reduced 0.07%	132,449 $7.63 Billion
Q1 2023 Apr 26, 2023	BUY	$52.49 - $57.54 $31,703 - $34,754	604 Added 0.46%	132,546 $7.28 Billion
Q4 2022 Jan 30, 2023	SELL	$48.43 - $56.6 $86,447 - $101,031	-1,785 Reduced 1.33%	131,942 $7.05 Billion
Q3 2022 Nov 18, 2022	BUY	$47.76 - $56.79 $502,387 - $597,374	10,519 Added 8.54%	133,727 $6.39 Billion
Q2 2022 Aug 08, 2022	BUY	$49.93 - $59.29 $6.15 Million - $7.31 Million	123,208 New	123,208 $6.27 Million

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Legend Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History