Lafayette Investments, Inc. Schwab Fundamental U S Large C Transaction History

Lafayette Investments, Inc.

$482 Million
Q2 2025

A detailed history of Lafayette Investments, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lafayette Investments, Inc. holds 23,785 shares of FNDX stock, worth $592,246. This represents 0.12% of its overall portfolio holdings.

Number of Shares

23,785

Previous 23,700 0.36%

Holding current value

$592,246

Previous $559,000 4.29%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$20.84 - $24.54 $1,771 - $2,085	85 Added 0.36%	23,785 $583,000
Q1 2025 Apr 24, 2025	BUY	$23.03 - $25.01 $2,901 - $3,151	126 Added 0.53%	23,700 $559,000
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $401,256 - $1.23 Million	17,082 Added 263.12%	23,574 $558,000
Q3 2024 Oct 22, 2024	BUY	$65.36 - $71.76 $13,202 - $14,495	202 Added 3.21%	6,492 $465,000
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $29,891 - $31,613	468 Added 8.04%	6,290 $421,000
Q1 2024 May 09, 2024	BUY	$60.89 - $67.39 $3,714 - $4,110	61 Added 1.06%	5,822 $392,000
Q4 2023 Jan 31, 2024	BUY	$53.46 - $62.11 $2,084 - $2,422	39 Added 0.68%	5,761 $356,000
Q1 2023 Apr 20, 2023	SELL	$52.49 - $57.54 $6,823 - $7,480	-130 Reduced 2.22%	5,722 $314,000
Q3 2022 Oct 28, 2022	BUY	$47.76 - $56.79 $279,491 - $332,335	5,852 New	5,852 $279,000

Others Institutions Holding FNDX

# of Institutions

707

Shares Held

598M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Lafayette Investments, Inc. Schwab Fundamental U S Large C Transaction History