L.K. Benson & Company, P.C. Schwab Fundamental U S Large C Transaction History

L.K. Benson & Company, P.C.

  • $163 Billion
  • Q2 2025

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 26,530 shares of FNDX stock, worth $654,760. This represents 0.4% of its overall portfolio holdings.

Number of Shares
26,530
Previous 26,360 0.64%
Holding current value
$654,760
Previous $622 Million 4.6%
% of portfolio
0.4%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
707
Shares Held
597M
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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