Resonant Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History

Resonant Capital Advisors, LLC

$1.41 Billion
Q1 2025

A detailed history of Resonant Capital Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 1,260,697 shares of FNDX stock, worth $29.4 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

1,260,697

Previous 1,213,558 3.88%

Holding current value

$29.4 Million

Previous $28.7 Million 3.58%

% of portfolio

2.11%

Previous 2.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$23.03 - $25.01 $1.09 Million - $1.18 Million	47,139 Added 3.88%	1,260,697 $29.8 Million
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $19 Million - $58.2 Million	810,562 Added 201.13%	1,213,558 $28.7 Million
Q3 2024 Oct 18, 2024	BUY	$65.36 - $71.76 $883,667 - $970,195	13,520 Added 3.47%	402,996 $28.9 Million
Q2 2024 Aug 01, 2024	BUY	$63.87 - $67.55 $882,619 - $933,473	13,819 Added 3.68%	389,476 $26.1 Million
Q1 2024 May 01, 2024	BUY	$60.89 - $67.39 $634,960 - $702,742	10,428 Added 2.86%	375,657 $25.3 Million
Q4 2023 Jan 31, 2024	BUY	$53.46 - $62.11 $304,240 - $353,468	5,691 Added 1.58%	365,229 $22.6 Million
Q3 2023 Oct 31, 2023	BUY	$55.81 - $59.78 $173,569 - $185,915	3,110 Added 0.87%	359,538 $20.1 Million
Q2 2023 Jul 25, 2023	BUY	$53.84 - $57.58 $456,617 - $488,335	8,481 Added 2.44%	356,428 $20.5 Million
Q1 2023 Apr 21, 2023	BUY	$52.49 - $57.54 $1.42 Million - $1.55 Million	27,013 Added 8.42%	347,947 $19.1 Million
Q4 2022 Jan 23, 2023	SELL	$48.43 - $56.6 $23,246 - $27,168	-480 Reduced 0.15%	320,934 $0
Q3 2022 Oct 20, 2022	BUY	$47.76 - $56.79 $1.02 Million - $1.21 Million	21,303 Added 7.1%	321,414 $15.4 Million
Q2 2022 Jul 12, 2022	BUY	$49.93 - $59.29 $227,031 - $269,591	4,547 Added 1.54%	300,111 $15.3 Million
Q1 2022 Apr 19, 2022	BUY	$55.41 - $59.9 $411,308 - $444,637	7,423 Added 2.58%	295,564 $17.3 Million
Q4 2021 Jan 26, 2022	BUY	$54.44 - $58.74 $593,831 - $640,735	10,908 Added 3.93%	288,141 $16.9 Million
Q3 2021 Oct 18, 2021	SELL	$52.82 - $56.3 $16.5 Million - $17.5 Million	-311,447 Reduced 52.91%	277,233 $15 Million
Q2 2021 Jul 16, 2021	BUY	$52.09 - $56.08 $1.45 Million - $1.56 Million	27,869 Added 4.97%	588,680 $32.2 Million
Q1 2021 Apr 28, 2021	BUY	$44.75 - $52.45 $1.46 Million - $1.72 Million	32,707 Added 6.19%	560,811 $29 Million
Q4 2020 Jan 15, 2021	BUY	$37.99 - $45.31 $995,375 - $1.19 Million	26,201 Added 5.22%	528,104 $23.9 Million
Q3 2020 Nov 03, 2020	BUY	$36.46 - $41.42 $1.12 Million - $1.27 Million	30,713 Added 6.52%	501,903 $19.4 Million
Q2 2020 Aug 05, 2020	BUY	$29.92 - $40.24 $5.81 Million - $7.81 Million	194,141 Added 70.07%	471,190 $17.4 Million
Q1 2020 May 14, 2020	BUY	$27.15 - $43.59 $1.84 Million - $2.96 Million	67,791 Added 32.4%	277,049 $8.68 Million
Q4 2019 Feb 18, 2020	BUY	$38.15 - $42.78 $7.98 Million - $8.95 Million	209,258 New	209,258 $8.93 Million

Others Institutions Holding FNDX

# of Institutions

690

Shares Held

590M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Resonant Capital Advisors, LLC Schwab Fundamental U S Large C Transaction History