Nfp Retirement, Inc. Schwab Fundamental U S Large C Transaction History

Nfp Retirement, Inc.

$1.26 Trillion
Q1 2025

A detailed history of Nfp Retirement, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nfp Retirement, Inc. holds 40,495 shares of FNDX stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

40,495

Previous 35,977 12.56%

Holding current value

$1.05 Million

Previous $852 Million 12.23%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.03 - $25.01 $104,049 - $112,995	4,518 Added 12.56%	40,495 $956 Million
Q4 2024 Feb 13, 2025	BUY	$23.49 - $71.77 $603,293 - $1.84 Million	25,683 Added 249.49%	35,977 $852 Million
Q3 2024 Feb 13, 2025	BUY	$65.36 - $71.76 $78,170 - $85,824	1,196 Added 13.15%	10,294 $739 Million
Q2 2024 Feb 13, 2025	BUY	$63.87 - $67.55 $72,173 - $76,331	1,130 Added 14.18%	9,098 $609 Million
Q1 2024 Feb 13, 2025	BUY	$60.89 - $67.39 $258,234 - $285,800	4,241 Added 113.79%	7,968 $537 Million
Q4 2023 Feb 13, 2025	BUY	$53.46 - $62.11 $199,245 - $231,483	3,727 New	3,727 $231 Million

Others Institutions Holding FNDX

# of Institutions

733

Shares Held

621M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Nfp Retirement, Inc. Schwab Fundamental U S Large C Transaction History