Summit Financial, LLC Schwab Fundamental U S Large C Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Summit Financial, LLC holds 7,859 shares of FNDX stock, worth $208,813. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,859
Holding current value
$208,813
% of portfolio
0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$24.38 - $26.34 $191,602 - $207,006
7,859 New
7,859 $206,000

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
629M
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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