Sc&H Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Sc&H Financial Advisors, Inc.

$524 Million
Q2 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 11,698 shares of FNDX stock, worth $291,280. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,698

Previous 10,793 8.39%

Holding current value

$291,280

Previous $254,000 12.99%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$20.84 - $24.54 $18,860 - $22,208	905 Added 8.39%	11,698 $287,000
Q1 2025 Apr 22, 2025	SELL	$23.03 - $25.01 $27,129 - $29,461	-1,178 Reduced 9.84%	10,793 $254,000
Q4 2024 Jan 28, 2025	BUY	$23.49 - $71.77 $197,456 - $603,298	8,406 Added 235.79%	11,971 $283,000
Q3 2024 Oct 24, 2024	BUY	$65.36 - $71.76 $2,091 - $2,296	32 Added 0.91%	3,565 $255,000
Q1 2024 May 02, 2024	BUY	$60.89 - $67.39 $913 - $1,010	15 Added 0.43%	3,533 $238,000
Q4 2023 Feb 01, 2024	BUY	$53.46 - $62.11 $188,072 - $218,502	3,518 New	3,518 $217,000
Q2 2023 Aug 07, 2023	BUY	$53.84 - $57.58 $187,470 - $200,493	3,482 New	3,482 $200,000

Others Institutions Holding FNDX

# of Institutions

707

Shares Held

598M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Sc&H Financial Advisors, Inc. Schwab Fundamental U S Large C Transaction History