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

Cathy Pareto & Associates, Inc

  • $133 Billion
  • Q3 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 131,335 shares of FNDX stock, worth $3.49 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
131,335
Previous 130,518 0.63%
Holding current value
$3.49 Million
Previous $3.2 Billion 7.84%
% of portfolio
2.61%
Previous 2.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$24.38 - $26.34 $19,918 - $21,519
817 Added 0.63%
131,335 $3.45 Billion
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
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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