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

Merit Financial Group, LLC

  • $8.37 Billion
  • Q2 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 373,221 shares of FNDX stock, worth $9.32 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
373,221
Previous 625,320 40.32%
Holding current value
$9.32 Million
Previous $14.6 Million 37.36%
% of portfolio
0.11%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
695
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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