Clear Point Advisors Inc. Schwab Fundamental U S Large C Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

A detailed history of Clear Point Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clear Point Advisors Inc. holds 39,649 shares of FNDX stock, worth $1.05 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

39,649

Previous 60,158 34.09%

Holding current value

$1.05 Million

Previous $1.42 Billion 31.5%

% of portfolio

0.82%

Previous 1.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$20.84 - $24.54 $427,407 - $503,290	-20,509 Reduced 34.09%	39,649 $973 Million
Q1 2025 Apr 21, 2025	SELL	$23.03 - $25.01 $59,025 - $64,100	-2,563 Reduced 4.09%	60,158 $1.42 Billion
Q4 2024 Jan 31, 2025	BUY	$23.49 - $71.77 $986,650 - $3.01 Million	42,003 Added 202.74%	62,721 $1.49 Billion
Q3 2024 Nov 08, 2024	BUY	$65.36 - $71.76 $48,497 - $53,245	742 Added 3.71%	20,718 $1.49 Billion
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $12,901 - $13,645	202 Added 1.02%	19,976 $1.34 Billion
Q1 2024 May 15, 2024	BUY	$60.89 - $67.39 $53,765 - $59,505	883 Added 4.67%	19,774 $1.33 Billion
Q4 2023 May 15, 2024	BUY	$53.46 - $62.11 $1.01 Million - $1.17 Million	18,891 New	18,891 $1.17 Billion

Others Institutions Holding FNDX

# of Institutions

726

Shares Held

620M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Clear Point Advisors Inc. Schwab Fundamental U S Large C Transaction History