Harbor Asset Planning, Inc. Schwab Fundamental U S Large C Transaction History

Harbor Asset Planning, Inc.

  • $112 Billion
  • Q3 2025

A detailed history of Harbor Asset Planning, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 67,174 shares of FNDX stock, worth $1.78 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
67,174
Previous 74,893 10.31%
Holding current value
$1.78 Million
Previous $1.84 Billion 3.87%
% of portfolio
1.58%
Previous 1.75%

Shares

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

Oct 17, 2025
SELL
$24.38 - $26.34 $188,189 - $203,318
-7,719 Reduced 10.31%
67,174 $1.77 Billion
Q2 2025

Jul 29, 2025
BUY
$20.84 - $24.54 $1.56 Million - $1.84 Million
74,893 New
74,893 $1.84 Billion

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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