Mc Grath & Associates, Inc. Schwab Fundamental U S Large C Transaction History

Mc Grath & Associates, Inc.

  • $54.8 Billion
  • Q1 2025

A detailed history of Mc Grath & Associates, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mc Grath & Associates, Inc. holds 64,532 shares of FNDX stock, worth $1.53 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares
64,532
Previous 71,169 9.33%
Holding current value
$1.53 Million
Previous $1.69 Billion 9.59%
% of portfolio
2.78%
Previous 3.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$23.03 - $25.01 $152,850 - $165,991
-6,637 Reduced 9.33%
64,532 $1.52 Billion
Q4 2024

Feb 05, 2025
BUY
$23.49 - $71.77 $1.67 Million - $5.11 Million
71,169 New
71,169 $1.69 Billion

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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