Merit Financial Group, LLC Schwab Fundamental U S Large C Transaction History

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Merit Financial Group, LLC holds 347,359 shares of FNDX stock, worth $9.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
347,359
Previous 373,221 6.93%
Holding current value
$9.05 Million
Previous $9.16 Million 0.25%
% of portfolio
0.09%
Previous 0.11%

Shares

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

Oct 20, 2025
SELL
$24.38 - $26.34 $630,515 - $681,205
-25,862 Reduced 6.93%
347,359 $9.14 Million
Q2 2025

Jul 22, 2025
SELL
$20.84 - $24.54 $5.25 Million - $6.19 Million
-252,099 Reduced 40.32%
373,221 $9.16 Million
Q1 2025

Apr 09, 2025
BUY
$23.03 - $25.01 $4.55 Million - $4.94 Million
197,434 Added 46.14%
625,320 $14.6 Million
Q4 2024

Jan 15, 2025
BUY
$23.49 - $71.77 $10.1 Million - $30.7 Million
427,886 New
427,886 $10.1 Million

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
623M
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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