Paradigm Financial Partners, LLC Schwab Fundamental U S Large C Transaction History

Paradigm Financial Partners, LLC

  • $894 Million
  • Q2 2025

A detailed history of Paradigm Financial Partners, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 36,099 shares of FNDX stock, worth $940,378. This represents 0.1% of its overall portfolio holdings.

Number of Shares
36,099
Previous 36,647 1.5%
Holding current value
$940,378
Previous $865,000 2.31%
% of portfolio
0.1%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$20.84 - $24.54 $11,420 - $13,447
-548 Reduced 1.5%
36,099 $885,000
Q1 2025

May 13, 2025
SELL
$23.03 - $25.01 $2.56 Million - $2.79 Million
-111,358 Reduced 75.24%
36,647 $865,000
Q4 2024

Feb 13, 2025
BUY
$23.49 - $71.77 $88,439 - $270,214
3,765 Added 2.61%
148,005 $3.5 Million
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $6 Million - $6.58 Million
91,744 Added 174.76%
144,240 $10.4 Million
Q2 2024

Aug 13, 2024
BUY
$63.87 - $67.55 $344,898 - $364,770
5,400 Added 11.47%
52,496 $3.52 Million
Q1 2024

May 15, 2024
SELL
$60.89 - $67.39 $693,902 - $767,976
-11,396 Reduced 19.48%
47,096 $3.17 Million
Q4 2023

Feb 05, 2024
BUY
$53.46 - $62.11 $325,517 - $378,187
6,089 Added 11.62%
58,492 $3.62 Million
Q3 2023

Oct 12, 2023
BUY
$55.81 - $59.78 $390,167 - $417,921
6,991 Added 15.39%
52,403 $2.93 Million
Q2 2023

Jul 13, 2023
BUY
$53.84 - $57.58 $991,409 - $1.06 Million
18,414 Added 68.21%
45,412 $2.61 Million
Q1 2023

Apr 11, 2023
BUY
$52.49 - $57.54 $199,147 - $218,306
3,794 Added 16.35%
26,998 $1.48 Million
Q4 2022

Jan 27, 2023
BUY
$48.43 - $56.6 $106,788 - $124,803
2,205 Added 10.5%
23,204 $0
Q3 2022

Nov 09, 2022
BUY
$47.76 - $56.79 $480,895 - $571,818
10,069 Added 92.12%
20,999 $1.05 Million
Q2 2022

Jul 27, 2022
BUY
$49.93 - $59.29 $56,071 - $66,582
1,123 Added 11.45%
10,930 $567,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $178,641 - $193,117
3,224 Added 48.97%
9,807 $569,000
Q4 2021

Feb 18, 2022
SELL
$54.44 - $58.74 $2.43 Million - $2.63 Million
-44,715 Reduced 87.17%
6,583 $386,000
Q4 2021

Feb 10, 2022
BUY
$54.44 - $58.74 $2.79 Million - $3.01 Million
51,298 New
51,298 $0

Others Institutions Holding FNDX

# of Institutions
740
Shares Held
622M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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  • Ticker FNDX
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