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

Clear Point Advisors Inc.

$111 Billion
Q1 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 60,158 shares of FNDX stock, worth $1.33 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

60,158

Previous 62,721 4.09%

Holding current value

$1.33 Million

Previous $1.49 Billion 4.37%

% of portfolio

1.28%

Previous 1.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

675

Shares Held

579M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

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