Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History

Archford Capital Strategies, LLC

$636 Million
Q1 2025

A detailed history of Archford Capital Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 171,783 shares of FNDX stock, worth $3.92 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

171,783

Previous 338,303 49.22%

Holding current value

$3.92 Million

Previous $8.01 Million 49.38%

% of portfolio

0.64%

Previous 1.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$23.03 - $25.01 $3.83 Million - $4.16 Million	-166,520 Reduced 49.22%	171,783 $4.06 Million
Q4 2024 Jan 21, 2025	BUY	$23.49 - $71.77 $483,024 - $1.48 Million	20,563 Added 6.47%	338,303 $8.01 Million
Q3 2024 Oct 15, 2024	BUY	$65.36 - $71.76 $14.1 Million - $15.5 Million	215,765 Added 211.59%	317,740 $22.8 Million
Q2 2024 Jul 17, 2024	BUY	$63.87 - $67.55 $215,369 - $227,778	3,372 Added 3.42%	101,975 $6.83 Million
Q1 2024 Apr 24, 2024	BUY	$60.89 - $67.39 $4.18 Million - $4.62 Million	68,571 Added 228.33%	98,603 $6.64 Million
Q4 2023 Jan 12, 2024	BUY	$53.46 - $62.11 $1.61 Million - $1.87 Million	30,032 New	30,032 $1.86 Million

Others Institutions Holding FNDX

# of Institutions

682

Shares Held

584M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History