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

Clear Point Advisors Inc.

$129 Billion
Q3 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 38,822 shares of FNDX stock, worth $1.03 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

38,822

Previous 39,649 2.09%

Holding current value

$1.03 Million

Previous $973 Million 4.94%

% of portfolio

0.79%

Previous 0.82%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$24.38 - $26.34 $20,162 - $21,783	-827 Reduced 2.09%	38,822 $1.02 Billion
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

770

Shares Held

631M

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