Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History

Stage Harbor Financial, LLC

$118 Billion
Q1 2025

A detailed history of Stage Harbor Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 180,904 shares of FNDX stock, worth $4.37 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

180,904

Previous 180,904 -0.0%

Holding current value

$4.37 Million

Previous $4.28 Billion 0.3%

% of portfolio

3.62%

Previous 3.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$65.36 - $71.76 $7.84 Million - $8.6 Million	119,882 Added 196.46%	180,904 $4.35 Billion
Q2 2024 Jul 15, 2024	SELL	$63.87 - $67.55 $44,325 - $46,879	-694 Reduced 1.12%	61,022 $4.09 Billion
Q1 2024 May 14, 2024	SELL	$60.89 - $67.39 $514,703 - $569,647	-8,453 Reduced 12.05%	61,716 $4.16 Billion
Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $3.75 Million - $4.36 Million	70,169 New	70,169 $4.35 Billion

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History