A detailed history of L.K. Benson & Company, P.C. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 26,631 shares of FNDX stock, worth $707,585. This represents 0.38% of its overall portfolio holdings.

Number of Shares
26,631
Previous 26,530 0.38%
Holding current value
$707,585
Previous $651 Million 7.58%
% of portfolio
0.38%
Previous 0.4%

Shares

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

Nov 04, 2025

BUY
$24.38 - $26.34 $2,462 - $2,660
101 Added 0.38%
26,631 $700 Million
Q2 2025

Jul 23, 2025

BUY
$20.84 - $24.54 $3,542 - $4,171
170 Added 0.64%
26,530 $651 Million
Q1 2025

Apr 24, 2025

SELL
$23.03 - $25.01 $230 - $250
-10 Reduced 0.04%
26,360 $622 Million
Q4 2024

Feb 10, 2025

BUY
$23.49 - $71.77 $619,431 - $1.89 Million
26,370 New
26,370 $624 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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