Pinnacle Wealth Planning Services, Inc. Schwab Fundamental U S Large C Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 71,500 shares of FNDX stock, worth $1.9 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
71,500
Previous 71,500 -0.0%
Holding current value
$1.9 Million
Previous $1.75 Million 7.18%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Aug 11, 2025
BUY
$20.84 - $24.54 $1.49 Million - $1.75 Million
71,500 New
71,500 $1.75 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
Call Options Held
0
Put Options Held
0
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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