Resources Investment Advisors, Llc. Schwab Fundamental U S Large C Transaction History

Resources Investment Advisors, Llc.

  • $8.01 Billion
  • Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 547,174 shares of FNDX stock, worth $13.6 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
547,174
Previous 589,601 7.2%
Holding current value
$13.6 Million
Previous $14 Million 7.47%
% of portfolio
0.16%
Previous 0.17%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$23.03 - $25.01 $977,093 - $1.06 Million
-42,427 Reduced 7.2%
547,174 $12.9 Million
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $9.4 Million - $28.7 Million
400,070 Added 211.08%
589,601 $14 Million
Q3 2024

Nov 06, 2024
SELL
$65.36 - $71.76 $252,551 - $277,280
-3,864 Reduced 2.0%
189,531 $13.6 Million
Q2 2024

Aug 02, 2024
BUY
$63.87 - $67.55 $11.3 Million - $11.9 Million
176,305 Added 1031.63%
193,395 $13 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $66,370 - $73,455
1,090 Added 6.81%
17,090 $1.15 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $316,857 - $368,125
5,927 Added 58.84%
16,000 $991,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $2,455 - $2,630
44 Added 0.44%
10,073 $563,000
Q2 2023

Aug 07, 2023
SELL
$53.84 - $57.58 $5,330 - $5,700
-99 Reduced 0.98%
10,029 $577,000
Q1 2023

May 10, 2023
BUY
$52.49 - $57.54 $5,196 - $5,696
99 Added 0.99%
10,128 $556,000
Q4 2022

Feb 02, 2023
SELL
$48.43 - $56.6 $13,657 - $15,961
-282 Reduced 2.73%
10,029 $535,000
Q3 2022

Nov 08, 2022
BUY
$47.76 - $56.79 $8,644 - $10,278
181 Added 1.79%
10,311 $492,000
Q2 2022

Aug 08, 2022
SELL
$49.93 - $59.29 $230,826 - $274,097
-4,623 Reduced 31.34%
10,130 $516,000
Q1 2022

May 05, 2022
BUY
$55.41 - $59.9 $256,548 - $277,337
4,630 Added 45.74%
14,753 $863,000
Q4 2021

Feb 23, 2022
BUY
$54.44 - $58.74 $163 - $176
3 Added 0.03%
10,123 $593,000
Q3 2021

Nov 05, 2021
BUY
$52.82 - $56.3 $27,466 - $29,276
520 Added 5.42%
10,120 $0
Q2 2021

Aug 09, 2021
BUY
$52.09 - $56.08 $5,209 - $5,608
100 Added 1.05%
9,600 $0
Q1 2021

May 10, 2021
BUY
$44.75 - $52.45 $1,969 - $2,307
44 Added 0.47%
9,500 $0
Q2 2020

Aug 14, 2020
SELL
$29.92 - $40.24 $29 - $40
-1 Reduced 0.01%
9,456 $0
Q1 2020

May 14, 2020
BUY
$27.15 - $43.59 $24,570 - $39,448
905 Added 10.58%
9,457 $0
Q3 2019

Nov 08, 2019
SELL
$39.35 - $40.14 $412,545 - $420,827
-10,484 Reduced 55.07%
8,552 $0
Q2 2019

Aug 12, 2019
BUY
N/A
9,519 Added 100.02%
19,036 $0
Q1 2019

May 10, 2019
SELL
N/A
-1,400 Reduced 12.82%
9,517 $0
Q4 2018

Feb 12, 2019
BUY
N/A
9,366 Added 603.87%
10,917 $371,000
Q3 2018

Nov 07, 2018
BUY
N/A
1,551 New
1,551 $62,000

Others Institutions Holding FNDX

# of Institutions
692
Shares Held
591M
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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