Bruce G. Allen Investments, LLC Schwab Fundamental U S Large C Transaction History

Bruce G. Allen Investments, LLC

$132 Billion
Q2 2025

A detailed history of Bruce G. Allen Investments, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 351,704 shares of FNDX stock, worth $8.71 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares

351,704

Previous 356,202 1.26%

Holding current value

$8.71 Million

Previous $8.41 Billion 2.63%

% of portfolio

6.54%

Previous 6.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$20.84 - $24.54 $93,738 - $110,380	-4,498 Reduced 1.26%	351,704 $8.63 Billion
Q1 2025 Apr 14, 2025	BUY	$23.03 - $25.01 $255,840 - $277,836	11,109 Added 3.22%	356,202 $8.41 Billion
Q4 2024 Jan 10, 2025	BUY	$23.49 - $71.77 $5.45 Million - $16.7 Million	232,196 Added 205.67%	345,093 $8.17 Billion
Q3 2024 Oct 08, 2024	BUY	$65.36 - $71.76 $18,823 - $20,666	288 Added 0.26%	112,897 $8.1 Billion
Q2 2024 Jul 12, 2024	SELL	$63.87 - $67.55 $159,419 - $168,604	-2,496 Reduced 2.17%	112,609 $7.54 Billion
Q1 2024 Apr 10, 2024	BUY	$60.89 - $67.39 $1.78 Million - $1.98 Million	29,309 Added 34.16%	115,105 $7.76 Billion
Q4 2023 Jan 10, 2024	BUY	$53.46 - $62.11 $4.59 Million - $5.33 Million	85,796 New	85,796 $5.31 Billion

Others Institutions Holding FNDX

# of Institutions

695

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Bruce G. Allen Investments, LLC Schwab Fundamental U S Large C Transaction History