Consolidated Portfolio Review Corp Schwab Fundamental U S Large C Transaction History

Consolidated Portfolio Review Corp

  • $723 Billion
  • Q2 2025

A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 59,675 shares of FNDX stock, worth $1.55 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
59,675
Previous 51,418 16.06%
Holding current value
$1.55 Million
Previous $1.21 Billion 20.63%
% of portfolio
0.2%
Previous 0.19%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$20.84 - $24.54 $172,075 - $202,626
8,257 Added 16.06%
59,675 $1.46 Billion
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $136,683 - $148,434
5,935 Added 13.05%
51,418 $1.21 Billion
Q4 2024

Jan 27, 2025
BUY
$23.49 - $71.77 $714,565 - $2.18 Million
30,420 Added 201.95%
45,483 $1.08 Billion
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $19,150 - $21,025
293 Added 1.98%
15,063 $1.08 Billion
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $943,359 - $997,713
14,770 New
14,770 $989 Million
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $762,874 - $886,309
-14,270 Reduced 80.88%
3,374 $209 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $654,651 - $701,219
11,730 Added 198.34%
17,644 $988 Million
Q2 2023

Aug 14, 2023
BUY
$53.84 - $57.58 $318,409 - $340,528
5,914 New
5,914 $340 Million

Others Institutions Holding FNDX

# of Institutions
739
Shares Held
621M
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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