Root Financial Partners, LLC Schwab Fundamental U S Large C Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Root Financial Partners, LLC holds 9,030 shares of FNDX stock, worth $235,231. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,030
Previous 8,972 0.65%
Holding current value
$235,231
Previous $212 Million 4.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 11, 2025
BUY
$20.84 - $24.54 $1,208 - $1,423
58 Added 0.65%
9,030 $222 Million
Q1 2025

Apr 24, 2025
BUY
$23.03 - $25.01 $206,625 - $224,389
8,972 New
8,972 $212 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
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email