Cathy Pareto & Associates, Inc Schwab Fundamental U S Large C Transaction History

Cathy Pareto & Associates, Inc

  • $121 Billion
  • Q2 2025

A detailed history of Cathy Pareto & Associates, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cathy Pareto & Associates, Inc holds 130,518 shares of FNDX stock, worth $3.46 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
130,518
Previous 132,676 1.63%
Holding current value
$3.46 Million
Previous $3.13 Billion 2.25%
% of portfolio
2.65%
Previous 2.77%

Shares

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

Jul 14, 2025
SELL
$20.84 - $24.54 $44,972 - $52,957
-2,158 Reduced 1.63%
130,518 $3.2 Billion
Q1 2025

Apr 10, 2025
BUY
$23.03 - $25.01 $862,565 - $936,724
37,454 Added 39.33%
132,676 $3.13 Billion
Q4 2024

Jan 22, 2025
BUY
$23.49 - $71.77 $2.24 Million - $6.83 Million
95,222 New
95,222 $2.25 Billion

Others Institutions Holding FNDX

# of Institutions
727
Shares Held
620M
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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