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

Principal Securities, Inc.

$4.47 Trillion
Q1 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 290,724 shares of FNDX stock, worth $7.31 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

290,724

Previous 290,724 -0.0%

Holding current value

$7.31 Million

Previous $6.88 Billion -0.0%

% of portfolio

0.15%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

696

Shares Held

594M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
Sector ETFs
Industry ETFs

More about FNDX

Track This Portfolio

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.

Account

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