Grimes & Company, Inc. Schwab Fundamental U S Large C Transaction History

Grimes & Company, Inc.

  • $3.93 Billion
  • Q3 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Grimes & Company, Inc. holds 15,100 shares of FNDX stock, worth $393,355. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,100
Previous 11,915 26.73%
Holding current value
$393,355
Previous $292,000 35.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 27, 2025
BUY
$24.38 - $26.34 $77,650 - $83,892
3,185 Added 26.73%
15,100 $397,000
Q2 2025

Jul 22, 2025
BUY
$20.84 - $24.54 $52,329 - $61,619
2,511 Added 26.7%
11,915 $292,000
Q1 2025

Apr 17, 2025
BUY
$23.03 - $25.01 $13,841 - $15,031
601 Added 6.83%
9,404 $219,000
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $137,416 - $419,854
5,850 Added 198.1%
8,803 $208,000
Q3 2024

Oct 22, 2024
SELL
$65.36 - $71.76 $33,072 - $36,310
-506 Reduced 14.63%
2,953 $211,000
Q2 2024

Jul 22, 2024
BUY
$63.87 - $67.55 $220,926 - $233,655
3,459 New
3,459 $231,000

Others Institutions Holding FNDX

# of Institutions
740
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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