Equitable Holdings, Inc. Schwab Fundamental U S Large C Transaction History

Equitable Holdings, Inc.

$10 Billion
Q1 2025

A detailed history of Equitable Holdings, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Equitable Holdings, Inc. holds 152,142 shares of FNDX stock, worth $3.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

152,142

Previous 172,510 11.81%

Holding current value

$3.6 Million

Previous $4.09 Million 12.07%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$23.03 - $25.01 $469,075 - $509,403	-20,368 Reduced 11.81%	152,142 $3.59 Million
Q4 2024 Feb 12, 2025	BUY	$23.49 - $71.77 $2.91 Million - $8.89 Million	123,856 Added 254.56%	172,510 $4.09 Million
Q3 2024 Nov 14, 2024	BUY	$65.36 - $71.76 $1.27 Million - $1.4 Million	19,474 Added 66.74%	48,654 $3.49 Million
Q2 2024 Aug 14, 2024	BUY	$63.87 - $67.55 $446,706 - $472,444	6,994 Added 31.52%	29,180 $1.95 Million
Q1 2024 May 14, 2024	SELL	$60.89 - $67.39 $248,004 - $274,479	-4,073 Reduced 15.51%	22,186 $1.5 Million
Q4 2023 Feb 12, 2024	BUY	$53.46 - $62.11 $420,890 - $488,992	7,873 Added 42.82%	26,259 $1.63 Million
Q3 2023 Nov 14, 2023	BUY	$55.81 - $59.78 $1.03 Million - $1.1 Million	18,386 New	18,386 $1.03 Million

Others Institutions Holding FNDX

# of Institutions

691

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Equitable Holdings, Inc. Schwab Fundamental U S Large C Transaction History