Beacon Financial Planning, Inc Schwab Fundamental U S Large C Transaction History

Beacon Financial Planning, Inc

  • $174 Billion
  • Q1 2025

A detailed history of Beacon Financial Planning, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 39,321 shares of FNDX stock, worth $931,121. This represents 0.53% of its overall portfolio holdings.

Number of Shares
39,321
Previous 39,222 0.25%
Holding current value
$931,121
Previous $929 Million 0.04%
% of portfolio
0.53%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$23.03 - $25.01 $2,279 - $2,475
99 Added 0.25%
39,321 $928 Million
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $616,964 - $1.89 Million
26,265 Added 202.71%
39,222 $929 Million
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $428,630 - $470,602
6,558 Added 102.48%
12,957 $930 Million
Q2 2024

Jul 18, 2024
BUY
$63.87 - $67.55 $408,704 - $432,252
6,399 New
6,399 $429 Million

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
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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