Savvy Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Savvy Advisors, Inc. holds 118,860 shares of FNDX stock, worth $3.16 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

118,860

Previous 124,189 4.29%

Holding current value

$3.16 Million

Previous $3.05 Million 2.59%

% of portfolio

0.15%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$24.38 - $26.34 $129,921 - $140,365	-5,329 Reduced 4.29%	118,860 $3.13 Million
Q2 2025 Aug 04, 2025	BUY	$20.84 - $24.54 $237,450 - $279,608	11,394 Added 10.1%	124,189 $3.05 Million
Q1 2025 May 12, 2025	BUY	$23.03 - $25.01 $37,515 - $40,741	1,629 Added 1.47%	112,795 $2.66 Million
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $1.88 Million - $5.73 Million	79,886 Added 255.39%	111,166 $2.63 Million
Q3 2024 Nov 05, 2024	BUY	$65.36 - $71.76 $133,791 - $146,892	2,047 Added 7.0%	31,280 $2.24 Billion

Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $411,258 - $434,954	6,439 Added 28.25%	29,233 $1.96 Billion
Q1 2024 May 13, 2024	BUY	$60.89 - $67.39 $916,638 - $1.01 Million	15,054 Added 194.5%	22,794 $1.54 Billion
Q4 2023 Feb 08, 2024	BUY	$53.46 - $62.11 $413,780 - $480,731	7,740 New	7,740 $479 Million

Others Institutions Holding FNDX

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Schwab Fundamental U S Large C Transaction History