Rice Partnership, LLC Schwab Fundamental U S Large C Transaction History

Rice Partnership, LLC

$473 Million
Q1 2025

A detailed history of Rice Partnership, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Rice Partnership, LLC holds 618 shares of FNDX stock, worth $14,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares

618

Previous 3,286 81.19%

Holding current value

$14,838

Previous $77,000 81.82%

% of portfolio

0.0%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$23.03 - $25.01 $61,444 - $66,726	-2,668 Reduced 81.19%	618 $14,000
Q4 2024 Jan 24, 2025	BUY	$23.49 - $71.77 $40,496 - $123,731	1,724 Added 110.37%	3,286 $77,000
Q3 2024 Nov 13, 2024	BUY	$65.36 - $71.76 $91,046 - $99,961	1,393 Added 824.26%	1,562 $112,000
Q2 2024 Aug 01, 2024	SELL	$63.87 - $67.55 $8,941 - $9,457	-140 Reduced 45.31%	169 $11,000
Q1 2024 May 15, 2024	BUY	$60.89 - $67.39 $18,815 - $20,823	309 New	309 $20,000
Q2 2022 Jul 22, 2022	SELL	$49.93 - $59.29 $22,618 - $26,858	-453 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$52.09 - $56.08 $23,596 - $25,404	453 New	453 $25,000

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

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About SCHWAB FUNDAMENTAL U S LARGE C

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Rice Partnership, LLC Schwab Fundamental U S Large C Transaction History