Sage Financial Group Inc Schwab Fundamental U S Large C Transaction History

Sage Financial Group Inc

$1.47 Billion
Q3 2025

A detailed history of Sage Financial Group Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sage Financial Group Inc holds 36,808 shares of FNDX stock, worth $977,988. This represents 0.07% of its overall portfolio holdings.

Number of Shares

36,808

Previous 36,225 1.61%

Holding current value

$977,988

Previous $888,000 9.01%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.38 - $26.34 $14,213 - $15,356	583 Added 1.61%	36,808 $968,000
Q2 2025 Jul 22, 2025	SELL	$20.84 - $24.54 $10,628 - $12,515	-510 Reduced 1.39%	36,225 $888,000
Q1 2025 Apr 22, 2025	BUY	$23.03 - $25.01 $1,381 - $1,500	60 Added 0.16%	36,735 $867,000
Q4 2024 Jan 23, 2025	BUY	$23.49 - $71.77 $571,958 - $1.75 Million	24,349 Added 197.54%	36,675 $868,000
Q3 2024 Oct 29, 2024	BUY	$65.36 - $71.76 $2,091 - $2,296	32 Added 0.26%	12,326 $884,000
Q2 2024 Aug 02, 2024	BUY	$63.87 - $67.55 $57,802 - $61,132	905 Added 7.95%	12,294 $823,000
Q3 2023 Oct 12, 2023	BUY	$55.81 - $59.78 $369,518 - $395,803	6,621 Added 138.86%	11,389 $637,000
Q2 2023 Jul 27, 2023	BUY	$53.84 - $57.58 $256,709 - $274,541	4,768 New	4,768 $274,000

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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Sage Financial Group Inc Schwab Fundamental U S Large C Transaction History