Leonard Rickey Investment Advisors P.L.L.C. Schwab Fundamental U S Large C Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $523 Million
  • Q3 2025

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 1,444,754 shares of FNDX stock, worth $38.4 Million. This represents 7.26% of its overall portfolio holdings.

Number of Shares
1,444,754
Previous 1,450,178 0.37%
Holding current value
$38.4 Million
Previous $35.6 Million 6.77%
% of portfolio
7.26%
Previous 7.2%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$24.38 - $26.34 $132,237 - $142,868
-5,424 Reduced 0.37%
1,444,754 $38 Million
Q2 2025

Jul 14, 2025
BUY
$20.84 - $24.54 $484,238 - $570,211
23,236 Added 1.63%
1,450,178 $35.6 Million
Q1 2025

Apr 15, 2025
BUY
$23.03 - $25.01 $817,541 - $887,829
35,499 Added 2.55%
1,426,942 $33.4 Million
Q4 2024

Jan 16, 2025
BUY
$23.49 - $71.77 $22 Million - $67.2 Million
935,959 Added 205.49%
1,391,443 $32.9 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $333,597 - $366,263
5,104 Added 1.13%
455,484 $32.7 Million
Q2 2024

Jul 24, 2024
BUY
$63.87 - $67.55 $509,618 - $538,981
7,979 Added 1.8%
450,380 $30.2 Million
Q1 2024

Apr 18, 2024
BUY
$60.89 - $67.39 $420,080 - $464,923
6,899 Added 1.58%
442,401 $29.8 Million
Q4 2023

Jan 23, 2024
BUY
$53.46 - $62.11 $646,064 - $750,599
12,085 Added 2.85%
435,502 $27 Million
Q3 2023

Oct 17, 2023
BUY
$55.81 - $59.78 $1.05 Million - $1.12 Million
18,727 Added 4.63%
423,417 $23.7 Million
Q2 2023

Jul 27, 2023
BUY
$53.84 - $57.58 $504,373 - $539,409
9,368 Added 2.37%
404,690 $23.3 Million
Q1 2023

Apr 20, 2023
SELL
$52.49 - $57.54 $48,973 - $53,684
-933 Reduced 0.24%
395,322 $21.7 Million
Q4 2022

Jan 27, 2023
BUY
$48.43 - $56.6 $238,130 - $278,302
4,917 Added 1.26%
396,255 $0
Q3 2022

Oct 31, 2022
BUY
$47.76 - $56.79 $812,540 - $966,168
17,013 Added 4.54%
391,338 $18.7 Million
Q2 2022

Jul 25, 2022
BUY
$49.93 - $59.29 $3.25 Million - $3.86 Million
65,151 Added 21.07%
374,325 $19.1 Million
Q1 2022

Apr 19, 2022
BUY
$55.41 - $59.9 $1.03 Million - $1.11 Million
18,501 Added 6.36%
309,174 $18.1 Million
Q4 2021

Feb 01, 2022
BUY
$54.44 - $58.74 $721,003 - $777,952
13,244 Added 4.77%
290,673 $17 Million
Q3 2021

Oct 25, 2021
BUY
$52.82 - $56.3 $654,228 - $697,331
12,386 Added 4.67%
277,429 $15 Million
Q2 2021

Jul 27, 2021
BUY
$52.09 - $56.08 $5.02 Million - $5.4 Million
96,322 Added 57.09%
265,043 $14.4 Million
Q1 2021

May 06, 2021
BUY
$44.75 - $52.45 $2.08 Million - $2.44 Million
46,427 Added 37.96%
168,721 $8.72 Million
Q4 2020

Jan 22, 2021
BUY
$37.99 - $45.31 $355,814 - $424,373
9,366 Added 8.29%
122,294 $5.54 Million
Q3 2020

Oct 16, 2020
BUY
$36.46 - $41.42 $151,527 - $172,141
4,156 Added 3.82%
112,928 $4.37 Million
Q2 2020

Jul 21, 2020
BUY
$29.92 - $40.24 $505,378 - $679,693
16,891 Added 18.38%
108,772 $4.01 Million
Q1 2020

Apr 28, 2020
BUY
$27.15 - $43.59 $250,214 - $401,725
9,216 Added 11.15%
91,881 $2.88 Million
Q4 2019

Jan 07, 2020
SELL
$38.15 - $42.78 $23,500 - $26,352
-616 Reduced 0.74%
82,665 $3.53 Million
Q3 2019

Oct 17, 2019
BUY
$39.35 - $40.14 $62,173 - $63,421
1,580 Added 1.93%
83,281 $3.29 Million
Q2 2019

Jul 10, 2019
BUY
N/A
9,617 Added 13.34%
81,701 $3.2 Million
Q1 2019

Apr 10, 2019
BUY
N/A
6,946 Added 10.66%
72,084 $2.74 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-33,863 Reduced 34.2%
65,138 $2.21 Million
Q3 2018

Oct 23, 2018
BUY
N/A
2,354 Added 2.44%
99,001 $3.93 Million
Q2 2018

Jul 17, 2018
BUY
N/A
6,753 Added 7.51%
96,647 $3.61 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-2,003 Reduced 2.18%
89,894 $3.27 Million
Q4 2017

Feb 14, 2018
BUY
N/A
91,897
91,897 $3.44 Million

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
Call Options Held
0
Put Options Held
0
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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