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

Clear Point Advisors Inc.

$117 Billion
Q4 2024

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 62,721 shares of FNDX stock, worth $1.47 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

62,721

Previous 20,718 202.74%

Holding current value

$1.47 Million

Previous $1.49 Billion 0.1%

% of portfolio

1.27%

Previous 1.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

663

Shares Held

578M

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