Access Financial Services, Inc. Schwab Fundamental U S Large C Transaction History

Access Financial Services, Inc.

  • $207 Million
  • Q3 2025

A detailed history of Access Financial Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Access Financial Services, Inc. holds 451,869 shares of FNDX stock, worth $11.8 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares
451,869
Previous 467,924 3.43%
Holding current value
$11.8 Million
Previous $11.5 Million 3.5%
% of portfolio
5.74%
Previous 6.54%

Shares

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

Oct 20, 2025
SELL
$24.38 - $26.34 $391,420 - $422,888
-16,055 Reduced 3.43%
451,869 $11.9 Million
Q2 2025

Jul 18, 2025
SELL
$20.84 - $24.54 $242,452 - $285,498
-11,634 Reduced 2.43%
467,924 $11.5 Million
Q1 2025

Apr 17, 2025
BUY
$23.03 - $25.01 $3.1 Million - $3.37 Million
134,663 Added 39.04%
479,558 $11.2 Million
Q4 2024

Jan 16, 2025
BUY
$23.49 - $71.77 $5.64 Million - $17.2 Million
239,933 Added 228.59%
344,895 $8.17 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $219,021 - $240,467
3,351 Added 3.3%
104,962 $7.53 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $295,462 - $312,486
4,626 Added 4.77%
101,611 $6.81 Million
Q1 2024

Apr 22, 2024
SELL
$60.89 - $67.39 $11,447 - $12,669
-188 Reduced 0.19%
96,985 $6.54 Million
Q4 2023

Jan 18, 2024
BUY
$53.46 - $62.11 $961,478 - $1.12 Million
17,985 Added 22.71%
97,173 $6.02 Million
Q3 2023

Oct 25, 2023
BUY
$55.81 - $59.78 $130,260 - $139,526
2,334 Added 3.04%
79,188 $4.43 Million
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $4.14 Million - $4.43 Million
76,854 New
76,854 $4.42 Million

Others Institutions Holding FNDX

# of Institutions
732
Shares Held
621M
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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