Hamilton Point Investment Advisors, LLC Schwab Fundamental U S Large C Transaction History

Hamilton Point Investment Advisors, LLC

  • $634 Million
  • Q3 2025

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 348 shares of FNDX stock, worth $9,065. This represents 0.0% of its overall portfolio holdings.

Number of Shares
348
Previous 348 -0.0%
Holding current value
$9,065
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$23.49 - $71.77 $5,449 - $16,650
232 Added 200.0%
348 $8,000
Q4 2023

Jan 30, 2024
BUY
$53.46 - $62.11 $6,201 - $7,204
116 New
116 $7,000

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
622M
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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