Builder Investment Group Inc /Adv Schwab Fundamental U S Large C Transaction History

Builder Investment Group Inc /Adv

$405 Billion
Q2 2025

A detailed history of Builder Investment Group Inc /Adv transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 25,587 shares of FNDX stock, worth $678,567. This represents 0.16% of its overall portfolio holdings.

Number of Shares

25,587

Previous 25,447 0.55%

Holding current value

$678,567

Previous $601 Million 4.51%

% of portfolio

0.16%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$20.84 - $24.54 $2,917 - $3,435	140 Added 0.55%	25,587 $628 Million
Q4 2024 Jan 14, 2025	BUY	$23.49 - $71.77 $397,427 - $1.21 Million	16,919 Added 198.39%	25,447 $603 Million
Q3 2024 Oct 21, 2024	BUY	$65.36 - $71.76 $2,091 - $2,296	32 Added 0.38%	8,528 $612 Million
Q2 2024 Jul 31, 2024	SELL	$63.87 - $67.55 $11,177 - $11,821	-175 Reduced 2.02%	8,496 $569 Million
Q1 2024 May 13, 2024	SELL	$60.89 - $67.39 $8,281 - $9,165	-136 Reduced 1.54%	8,671 $584 Million
Q2 2023 Jul 25, 2023	BUY	$53.84 - $57.58 $75,052 - $80,266	1,394 Added 18.8%	8,807 $507 Million
Q4 2022 Feb 24, 2023	BUY	$48.43 - $56.6 $359,011 - $419,575	7,413 New	7,413 $396 Million

Others Institutions Holding FNDX

# of Institutions

727

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Builder Investment Group Inc /Adv Schwab Fundamental U S Large C Transaction History