Berkshire Money Management, Inc. Schwab Fundamental U S Large C Transaction History

Berkshire Money Management, Inc.

  • $840 Million
  • Q2 2025

A detailed history of Berkshire Money Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 2,112 shares of FNDX stock, worth $52,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,112
Holding current value
$52,588
% of portfolio
0.01%

Shares

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

Jul 22, 2025
BUY
$20.84 - $24.54 $44,014 - $51,828
2,112 New
2,112 $51,000
Q1 2024

May 08, 2024
SELL
$60.89 - $67.39 $159,227 - $176,224
-2,615 Reduced 24.66%
7,989 $538,000
Q4 2023

Feb 08, 2024
BUY
$53.46 - $62.11 $566,889 - $658,614
10,604 New
10,604 $656,000
Q4 2022

Feb 13, 2023
SELL
$48.43 - $56.6 $555,346 - $649,032
-11,467 Reduced 49.37%
11,760 $628,000
Q3 2022

Oct 21, 2022
BUY
$47.76 - $56.79 $1.11 Million - $1.32 Million
23,227 New
23,227 $1.11 Million
Q3 2020

Oct 26, 2020
SELL
$36.46 - $41.42 $339,953 - $386,200
-9,324 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$29.92 - $40.24 $12,865 - $17,303
430 Added 4.83%
9,324 $343,000
Q1 2020

Apr 15, 2020
BUY
$27.15 - $43.59 $21,964 - $35,264
809 Added 10.01%
8,894 $279,000
Q4 2019

Jan 09, 2020
BUY
$38.15 - $42.78 $9,079 - $10,181
238 Added 3.03%
8,085 $345,000
Q3 2019

Oct 21, 2019
SELL
$39.35 - $40.14 $53,240 - $54,309
-1,353 Reduced 14.71%
7,847 $310,000
Q2 2019

Jul 29, 2019
BUY
N/A
353 Added 3.99%
9,200 $360,000
Q1 2019

Apr 24, 2019
BUY
N/A
565 Added 6.82%
8,847 $336,000
Q4 2018

Feb 06, 2019
BUY
N/A
1,987 Added 31.56%
8,282 $281,000
Q3 2018

Oct 17, 2018
BUY
N/A
6,295 New
6,295 $250,000

Others Institutions Holding FNDX

# of Institutions
715
Shares Held
617M
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
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More about FNDX
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