Milestone Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2025

A detailed history of Milestone Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 332,021 shares of FNDX stock, worth $8.65 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
332,021
Previous 329,416 0.79%
Holding current value
$8.65 Million
Previous $7.78 Million 4.76%
% of portfolio
2.2%
Previous 2.23%

Shares

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

Aug 13, 2025
BUY
$20.84 - $24.54 $54,288 - $63,926
2,605 Added 0.79%
332,021 $8.15 Million
Q1 2025

Apr 28, 2025
SELL
$23.03 - $25.01 $380,754 - $413,490
-16,533 Reduced 4.78%
329,416 $7.78 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $5.66 Million - $17.3 Million
241,137 Added 230.07%
345,949 $8.19 Million
Q3 2024

Oct 30, 2024
BUY
$65.36 - $71.76 $358,695 - $393,818
5,488 Added 5.53%
104,812 $7.52 Million
Q2 2024

Aug 13, 2024
BUY
$63.87 - $67.55 $2 Million - $2.11 Million
31,271 Added 45.95%
99,324 $6.65 Million
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $1.89 Million - $2.09 Million
31,037 Added 83.85%
68,053 $4.59 Million
Q4 2023

Feb 09, 2024
BUY
$53.46 - $62.11 $57,095 - $66,333
1,068 Added 2.97%
37,016 $2.29 Million
Q3 2023

Nov 08, 2023
BUY
$55.81 - $59.78 $985,660 - $1.06 Million
17,661 Added 96.58%
35,948 $2.01 Million
Q2 2023

Aug 02, 2023
BUY
$53.84 - $57.58 $50,178 - $53,664
932 Added 5.37%
18,287 $1.05 Million
Q1 2023

May 16, 2023
BUY
$52.49 - $57.54 $209 - $230
4 Added 0.02%
17,355 $953,000
Q4 2022

Mar 15, 2023
BUY
$48.43 - $56.6 $840,308 - $982,066
17,351 New
17,351 $927 Million

Others Institutions Holding FNDX

# of Institutions
732
Shares Held
620M
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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