Bos Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Bos Asset Management, LLC

  • $313 Billion
  • Q2 2025

A detailed history of Bos Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bos Asset Management, LLC holds 8,382 shares of FNDX stock, worth $208,544. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,382
Holding current value
$208,544
% of portfolio
0.07%

Shares

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

Jul 16, 2025
BUY
$20.84 - $24.54 $174,680 - $205,694
8,382 New
8,382 $206 Million
Q3 2024

Oct 16, 2024
BUY
$65.36 - $71.76 $182,615 - $200,497
2,794 New
2,794 $200 Million
Q1 2024

May 07, 2024
SELL
$60.89 - $67.39 $459,293 - $508,322
-7,543 Reduced 70.8%
3,111 $210 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $569,562 - $661,719
10,654 New
10,654 $660 Million

Others Institutions Holding FNDX

# of Institutions
700
Shares Held
594M
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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