Koshinski Asset Management, Inc. Schwab Fundamental U S Large C Transaction History

Koshinski Asset Management, Inc.

$1.18 Trillion
Q1 2025

A detailed history of Koshinski Asset Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Koshinski Asset Management, Inc. holds 21,481 shares of FNDX stock, worth $508,240. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,481

Previous 25,195 14.74%

Holding current value

$508,240

Previous $596,000 84996.31%

% of portfolio

0.04%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$23.03 - $25.01 $85,533 - $92,887	-3,714 Reduced 14.74%	21,481 $507 Million
Q4 2024 Jan 16, 2025	BUY	$23.49 - $71.77 $393,434 - $1.2 Million	16,749 Added 198.31%	25,195 $596,000
Q3 2024 Oct 10, 2024	BUY	$65.36 - $71.76 $160,001 - $175,668	2,448 Added 40.81%	8,446 $606,000
Q2 2024 Jul 12, 2024	SELL	$63.87 - $67.55 $142,813 - $151,041	-2,236 Reduced 27.16%	5,998 $401,000
Q1 2024 May 08, 2024	BUY	$60.89 - $67.39 $260,730 - $288,563	4,282 Added 108.35%	8,234 $554,000
Q4 2023 Jan 29, 2024	SELL	$53.46 - $62.11 $170,056 - $197,571	-3,181 Reduced 44.6%	3,952 $244,000
Q3 2023 Oct 18, 2023	SELL	$55.81 - $59.78 $11,664 - $12,494	-209 Reduced 2.85%	7,133 $399,000
Q2 2023 Jul 28, 2023	BUY	$53.84 - $57.58 $54,593 - $58,386	1,014 Added 16.02%	7,342 $422,000
Q1 2023 Apr 12, 2023	BUY	$52.49 - $57.54 $62,095 - $68,069	1,183 Added 22.99%	6,328 $347,000
Q4 2022 Jan 24, 2023	BUY	$48.43 - $56.6 $249,172 - $291,207	5,145 New	5,145 $0
Q2 2022 Jul 12, 2022	SELL	$49.93 - $59.29 $43,688 - $51,878	-875 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$55.41 - $59.9 $10,361 - $11,201	187 Added 27.18%	875 $51.2 Million
Q3 2021 Oct 12, 2021	BUY	$52.82 - $56.3 $36,340 - $38,734	688 New	688 $0

Others Institutions Holding FNDX

# of Institutions

693

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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Koshinski Asset Management, Inc. Schwab Fundamental U S Large C Transaction History