Operose Advisors LLC Schwab Fundamental U S Large C Transaction History

Operose Advisors LLC

  • $353 Million
  • Q2 2025

A detailed history of Operose Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Operose Advisors LLC holds 584 shares of FNDX stock, worth $15,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
584
Previous 5,969 90.22%
Holding current value
$15,213
Previous $140,000 90.0%
% of portfolio
0.0%
Previous 0.05%

Shares

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

Aug 14, 2025
SELL
$20.84 - $24.54 $112,223 - $132,147
-5,385 Reduced 90.22%
584 $14,000
Q1 2025

May 12, 2025
BUY
$23.03 - $25.01 $137,466 - $149,284
5,969 New
5,969 $140,000

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
621M
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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