Coastwise Capital Group, LLC Schwab Fundamental U S Large C Transaction History

Coastwise Capital Group, LLC

  • $141 Million
  • Q3 2025

A detailed history of Coastwise Capital Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 12,512 shares of FNDX stock, worth $325,937. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,512
Previous 12,469 0.34%
Holding current value
$325,937
Previous $305,000 7.87%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 17, 2025
BUY
$24.38 - $26.34 $1,048 - $1,132
43 Added 0.34%
12,512 $329,000
Q2 2025

Jul 11, 2025
BUY
$20.84 - $24.54 $937 - $1,104
45 Added 0.36%
12,469 $305,000
Q1 2025

May 05, 2025
BUY
$23.03 - $25.01 $1,059 - $1,150
46 Added 0.37%
12,424 $293,000
Q4 2024

Jan 23, 2025
BUY
$23.49 - $71.77 $214,557 - $655,547
9,134 Added 281.57%
12,378 $293,000
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $1,437 - $1,578
22 Added 0.68%
3,244 $232,000
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $196,187 - $217,130
3,222 New
3,222 $217,000

Others Institutions Holding FNDX

# of Institutions
732
Shares Held
620M
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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