Sax Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 10,098 shares of FNDX stock, worth $267,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,098
Previous 10,128 0.3%
Holding current value
$267,798
Previous $239,000 3.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 23, 2025
SELL
$20.84 - $24.54 $625 - $736
-30 Reduced 0.3%
10,098 $247,000
Q1 2025

May 14, 2025
BUY
$23.03 - $25.01 $233,247 - $253,301
10,128 New
10,128 $239,000

Others Institutions Holding FNDX

# of Institutions
725
Shares Held
619M
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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