Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 129,836 shares of FNDX stock, worth $3.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

129,836

Previous 132,044 1.67%

Holding current value

$3.27 Million

Previous $3.12 Million 2.21%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$20.84 - $24.54 $46,014 - $54,184	-2,208 Reduced 1.67%	129,836 $3.19 Million
Q1 2025 Apr 23, 2025	BUY	$23.03 - $25.01 $303,282 - $329,356	13,169 Added 11.08%	132,044 $3.12 Million
Q4 2024 Feb 07, 2025	BUY	$23.49 - $71.77 $1.86 Million - $5.69 Million	79,333 Added 200.63%	118,875 $2.81 Million
Q3 2024 Oct 21, 2024	BUY	$65.36 - $71.76 $580,266 - $637,085	8,878 Added 28.95%	39,542 $2.84 Million
Q2 2024 Jul 15, 2024	BUY	$63.87 - $67.55 $19,097 - $20,197	299 Added 0.98%	30,664 $2.05 Million
Q1 2024 Apr 30, 2024	SELL	$60.89 - $67.39 $74,346 - $82,283	-1,221 Reduced 3.87%	30,365 $2.05 Million
Q4 2023 Jan 25, 2024	BUY	$53.46 - $62.11 $372,402 - $432,658	6,966 Added 28.29%	31,586 $1.96 Million
Q3 2023 Nov 08, 2023	SELL	$55.81 - $59.78 $669 - $717	-12 Reduced 0.05%	24,620 $1.38 Million
Q2 2023 Aug 08, 2023	BUY	$53.84 - $57.58 $898,320 - $960,722	16,685 Added 209.95%	24,632 $1.42 Million
Q1 2023 Apr 24, 2023	BUY	$52.49 - $57.54 $193,530 - $212,149	3,687 Added 86.55%	7,947 $436,000
Q4 2022 Feb 10, 2023	SELL	$48.43 - $56.6 $2,034 - $2,377	-42 Reduced 0.98%	4,260 $227,000
Q4 2022 Jan 17, 2023	BUY	$48.43 - $56.6 $208,345 - $243,493	4,302 New	4,302 $0
Q2 2022 Jul 22, 2022	BUY	$49.93 - $59.29 $235,320 - $279,433	4,713 New	4,713 $240,000

Others Institutions Holding FNDX

# of Institutions

696

Shares Held

594M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Sequoia Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History