Lodestar Private Asset Management LLC Schwab Fundamental U S Large C Transaction History

Lodestar Private Asset Management LLC

  • $861 Million
  • Q2 2025

A detailed history of Lodestar Private Asset Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 124,028 shares of FNDX stock, worth $3.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
124,028
Previous 113,675 9.11%
Holding current value
$3.09 Million
Previous $2.68 Million 13.42%
% of portfolio
0.35%
Previous 0.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$20.84 - $24.54 $215,756 - $254,062
10,353 Added 9.11%
124,028 $3.04 Million
Q1 2025

Apr 25, 2025
BUY
$23.03 - $25.01 $23,398 - $25,410
1,016 Added 0.9%
113,675 $2.68 Million
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $1.76 Million - $5.37 Million
74,801 Added 197.58%
112,659 $2.67 Million
Q3 2024

Oct 25, 2024
BUY
$65.36 - $71.76 $26,013 - $28,560
398 Added 1.06%
37,858 $2.72 Million
Q2 2024

Jul 30, 2024
BUY
$63.87 - $67.55 $106,024 - $112,133
1,660 Added 4.64%
37,460 $2.51 Million
Q1 2024

Apr 25, 2024
BUY
$60.89 - $67.39 $852 - $943
14 Added 0.04%
35,800 $2.41 Billion
Q4 2023

Jan 29, 2024
BUY
$53.46 - $62.11 $648,255 - $753,145
12,126 Added 51.25%
35,786 $2.22 Billion
Q3 2023

Oct 31, 2023
BUY
$55.81 - $59.78 $7,143 - $7,651
128 Added 0.54%
23,660 $1.32 Billion
Q2 2023

Jul 27, 2023
BUY
$53.84 - $57.58 $235,119 - $251,451
4,367 Added 22.79%
23,532 $1.35 Billion
Q1 2023

Apr 25, 2023
BUY
$52.49 - $57.54 $362,495 - $397,371
6,906 Added 56.33%
19,165 $1.05 Billion
Q4 2022

Feb 02, 2023
BUY
$48.43 - $56.6 $593,703 - $693,859
12,259 New
12,259 $655 Million

Others Institutions Holding FNDX

# of Institutions
700
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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