Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Signature Estate & Investment Advisors LLC

$4.52 Billion
Q3 2025

A detailed history of Signature Estate & Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 7,877,150 shares of FNDX stock, worth $209 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

7,877,150

Previous 7,821,721 0.71%

Holding current value

$209 Million

Previous $192 Million 7.93%

% of portfolio

4.59%

Previous 4.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$24.38 - $26.34 $1.35 Million - $1.46 Million	55,429 Added 0.71%	7,877,150 $207 Million
Q2 2025 Jul 29, 2025	BUY	$20.84 - $24.54 $8.43 Million - $9.93 Million	404,499 Added 5.45%	7,821,721 $192 Million
Q1 2025 May 15, 2025	SELL	$23.03 - $25.01 $68.4 Million - $74.3 Million	-2,971,926 Reduced 28.61%	7,417,222 $175 Million
Q4 2024 Feb 11, 2025	BUY	$23.49 - $71.77 $169 Million - $516 Million	7,192,613 Added 225.01%	10,389,148 $246 Million
Q3 2024 Nov 06, 2024	BUY	$65.36 - $71.76 $32.8 Million - $36 Million	501,854 Added 18.62%	3,196,535 $229 Million

Q2 2024 Jul 25, 2024	BUY	$63.87 - $67.55 $2.16 Million - $2.28 Million	33,748 Added 1.27%	2,694,681 $180 Million
Q1 2024 May 10, 2024	SELL	$60.89 - $67.39 $3.43 Million - $3.8 Million	-56,321 Reduced 2.07%	2,660,933 $179 Million
Q4 2023 Jan 26, 2024	BUY	$53.46 - $62.11 $4.78 Million - $5.55 Million	89,397 Added 3.4%	2,717,254 $168 Million
Q3 2023 Oct 25, 2023	BUY	$55.81 - $59.78 $3.14 Million - $3.37 Million	56,325 Added 2.19%	2,627,857 $147 Million
Q2 2023 Jul 19, 2023	BUY	$53.84 - $57.58 $9.9 Million - $10.6 Million	183,898 Added 7.7%	2,571,532 $148 Million
Q1 2023 May 03, 2023	BUY	$52.49 - $57.54 $125 Million - $137 Million	2,387,634 New	2,387,634 $131 Million

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Signature Estate & Investment Advisors LLC Schwab Fundamental U S Large C Transaction History