Alpha Cubed Investments, LLC Schwab Fundamental U S Large C Transaction History

Alpha Cubed Investments, LLC

  • $2.62 Billion
  • Q2 2025

A detailed history of Alpha Cubed Investments, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Alpha Cubed Investments, LLC holds 19,252 shares of FNDX stock, worth $510,563. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,252
Holding current value
$510,563
% of portfolio
0.02%

Shares

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

Aug 07, 2025
BUY
$20.84 - $24.54 $401,211 - $472,444
19,252 New
19,252 $472,000
Q2 2024

Jul 15, 2024
SELL
$63.87 - $67.55 $18,202 - $19,251
-285 Reduced 8.43%
3,094 $207,000
Q1 2024

Apr 22, 2024
BUY
$60.89 - $67.39 $205,747 - $227,710
3,379 New
3,379 $227,000

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
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