Sigma Planning Corp Schwab Fundamental U S Large C Transaction History

Sigma Planning Corp

  • $3.32 Billion
  • Q3 2025

A detailed history of Sigma Planning Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sigma Planning Corp holds 37,532 shares of FNDX stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,532
Previous 95,830 60.83%
Holding current value
$1.01 Million
Previous $2.35 Million 58.02%
% of portfolio
0.03%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$24.38 - $26.34 $1.42 Million - $1.54 Million
-58,298 Reduced 60.83%
37,532 $987,000
Q2 2025

Aug 05, 2025
SELL
$20.84 - $24.54 $25,216 - $29,693
-1,210 Reduced 1.25%
95,830 $2.35 Million
Q1 2025

May 01, 2025
BUY
$23.03 - $25.01 $1.47 Million - $1.6 Million
63,895 Added 192.77%
97,040 $2.29 Million
Q4 2024

Feb 03, 2025
BUY
$23.49 - $71.77 $550,840 - $1.68 Million
23,450 Added 241.88%
33,145 $784,000
Q3 2024

Nov 01, 2024
SELL
$65.36 - $71.76 $711,508 - $781,179
-10,886 Reduced 52.89%
9,695 $695,000
Q2 2024

Aug 05, 2024
BUY
$63.87 - $67.55 $81,625 - $86,328
1,278 Added 6.62%
20,581 $1.38 Million
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $729,279 - $807,130
11,977 Added 163.49%
19,303 $1.3 Million
Q4 2023

Feb 01, 2024
SELL
$53.46 - $62.11 $664,614 - $772,151
-12,432 Reduced 62.92%
7,326 $453,000
Q3 2023

Nov 06, 2023
BUY
$55.81 - $59.78 $102,188 - $109,457
1,831 Added 10.21%
19,758 $1.11 Million
Q2 2023

Aug 01, 2023
SELL
$53.84 - $57.58 $362,935 - $388,146
-6,741 Reduced 27.33%
17,927 $1.03 Million
Q1 2023

May 05, 2023
SELL
$52.49 - $57.54 $312,000 - $342,017
-5,944 Reduced 19.42%
24,668 $1.35 Million
Q4 2022

Jan 24, 2023
SELL
$48.43 - $56.6 $25,135 - $29,375
-519 Reduced 1.67%
30,612 $0
Q3 2022

Nov 10, 2022
BUY
$47.76 - $56.79 $461,409 - $548,648
9,661 Added 45.0%
31,131 $1.49 Million
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $85,530 - $101,563
-1,713 Reduced 7.39%
21,470 $1.09 Million
Q1 2022

Apr 20, 2022
BUY
$55.41 - $59.9 $217,040 - $234,628
3,917 Added 20.33%
23,183 $1.36 Million
Q4 2021

Feb 02, 2022
BUY
$54.44 - $58.74 $1.05 Million - $1.13 Million
19,266 New
19,266 $1.13 Million

Others Institutions Holding FNDX

# of Institutions
759
Shares Held
629M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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