Mc Grath & Associates, Inc. Schwab Fundamental U S Large C Transaction History

Mc Grath & Associates, Inc.

  • $67.3 Billion
  • Q3 2025

A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 62,908 shares of FNDX stock, worth $1.65 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
62,908
Previous 64,360 2.26%
Holding current value
$1.65 Million
Previous $1.58 Billion 4.75%
% of portfolio
2.46%
Previous 2.57%

Shares

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

Oct 14, 2025
SELL
$24.38 - $26.34 $35,399 - $38,245
-1,452 Reduced 2.26%
62,908 $1.65 Billion
Q2 2025

Aug 12, 2025
SELL
$20.84 - $24.54 $3,584 - $4,220
-172 Reduced 0.27%
64,360 $1.58 Billion
Q1 2025

Apr 10, 2025
SELL
$23.03 - $25.01 $152,850 - $165,991
-6,637 Reduced 9.33%
64,532 $1.52 Billion
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $1.67 Million - $5.11 Million
71,169 New
71,169 $1.69 Billion

Others Institutions Holding FNDX

# of Institutions
727
Shares Held
620M
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
Track This Portfolio

Track Mc Grath & Associates, Inc. Portfolio

Follow Mc Grath & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Grath & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Grath & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email