A detailed history of Principal Securities, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Principal Securities, Inc. holds 68,526 shares of FNDX stock, worth $4.61 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
68,526
Previous 98,334 30.31%
Holding current value
$4.61 Million
Previous $6.09 Billion 24.18%
% of portfolio
0.14%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$60.89 - $67.39 $1.82 Million - $2.01 Million
-29,808 Reduced 30.31%
68,526 $4.62 Billion
Q4 2023

Feb 07, 2024

BUY
$53.46 - $62.11 $5.26 Million - $6.11 Million
98,334 New
98,334 $6.09 Billion

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.