Catalyst Financial Partners LLC Schwab Fundamental U S Large C Transaction History

Catalyst Financial Partners LLC

  • $829 Billion
  • Q3 2025

A detailed history of Catalyst Financial Partners LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 8,994 shares of FNDX stock, worth $238,970. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,994
Previous 8,994 -0.0%
Holding current value
$238,970
Previous $221 Million 7.17%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $140,846 - $430,332
5,996 Added 200.0%
8,994 $213 Million
Q2 2024

Jul 25, 2024
BUY
$63.87 - $67.55 $191,482 - $202,514
2,998 New
2,998 $201 Million

Others Institutions Holding FNDX

# of Institutions
770
Shares Held
631M
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
  • Industry ETFs
More about FNDX
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