Principal Securities, Inc. Schwab Fundamental U S Large C Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

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 681,154 shares of FNDX stock, worth $18.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

681,154

Previous 691,363 1.48%

Holding current value

$18.1 Million

Previous $17 Billion 5.59%

% of portfolio

0.3%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$24.38 - $26.34 $248,895 - $268,905	-10,209 Reduced 1.48%	681,154 $17.9 Billion
Q2 2025 Aug 11, 2025	BUY	$20.84 - $24.54 $8.35 Million - $9.83 Million	400,639 Added 137.81%	691,363 $17 Billion
Q4 2024 Jan 30, 2025	BUY	$23.49 - $71.77 $4.71 Million - $14.4 Million	200,433 Added 221.99%	290,724 $6.88 Billion
Q3 2024 Oct 28, 2024	BUY	$65.36 - $71.76 $794,189 - $871,955	12,151 Added 15.55%	90,291 $6.48 Billion
Q2 2024 Jul 31, 2024	BUY	$63.87 - $67.55 $614,046 - $649,425	9,614 Added 14.03%	78,140 $5.23 Billion

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

# of Institutions

771

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Principal Securities, Inc. Schwab Fundamental U S Large C Transaction History