Phil A. Younker & Associates, Ltd. Schwab Fundamental U S Large C Transaction History

Phil A. Younker & Associates, Ltd.

  • $102 Billion
  • Q1 2025

A detailed history of Phil A. Younker & Associates, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Phil A. Younker & Associates, Ltd. holds 23,156 shares of FNDX stock, worth $548,334. This represents 0.54% of its overall portfolio holdings.

Number of Shares
23,156
Previous 18,000 28.64%
Holding current value
$548,334
Previous $426 Million 28.26%
% of portfolio
0.54%
Previous 0.43%

Shares

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

Apr 29, 2025
BUY
$23.03 - $25.01 $118,742 - $128,951
5,156 Added 28.64%
23,156 $547 Million
Q4 2024

Apr 07, 2025
BUY
$23.49 - $71.77 $422,820 - $1.29 Million
18,000 New
18,000 $426 Million

Others Institutions Holding FNDX

# of Institutions
691
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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