Financial Consulate, Inc Schwab Fundamental U S Large C Transaction History

Financial Consulate, Inc

$678 Million
Q3 2025

A detailed history of Financial Consulate, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Financial Consulate, Inc holds 597 shares of FNDX stock, worth $15,862. This represents 0.0% of its overall portfolio holdings.

Number of Shares

597

Holding current value

$15,862

% of portfolio

0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$24.38 - $26.34 $14,554 - $15,724	597 New	597 $15,000
Q1 2020 Apr 29, 2020	SELL	$27.15 - $43.59 $436,409 - $700,665	-16,074 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$38.15 - $42.78 $10,872 - $12,192	-285 Reduced 1.74%	16,074 $686,000
Q3 2019 Oct 16, 2019	SELL	$39.35 - $40.14 $8,066 - $8,228	-205 Reduced 1.24%	16,359 $647,000
Q2 2019 Jul 24, 2019	SELL	N/A	-1,167 Reduced 6.58%	16,564 $648,000
Q1 2019 May 01, 2019	SELL	N/A	-90,832 Reduced 83.67%	17,731 $673,000
Q4 2018 Jan 25, 2019	BUY	N/A	14,742 Added 15.71%	108,563 $3.69 Million
Q3 2018 Oct 29, 2018	BUY	N/A	1,746 Added 1.9%	93,821 $3.72 Million
Q2 2018 Jul 27, 2018	BUY	N/A	6,741 Added 7.9%	92,075 $3.44 Million
Q1 2018 Apr 16, 2018	BUY	N/A	5,363 Added 6.71%	85,334 $3.1 Million
Q4 2017 Jan 29, 2018	BUY	N/A	8,527 Added 11.94%	79,971 $3 Million
Q3 2017 Oct 19, 2017	BUY	N/A	71,444	71,444 $2.51 Million

Others Institutions Holding FNDX

# of Institutions

770

Shares Held

629M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Financial Consulate, Inc Schwab Fundamental U S Large C Transaction History