Sound Income Strategies, LLC Schwab Fundamental U S Large C Transaction History

Sound Income Strategies, LLC

  • $1.76 Billion
  • Q3 2025

A detailed history of Sound Income Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sound Income Strategies, LLC holds 588 shares of FNDX stock, worth $15,317. This represents 0.0% of its overall portfolio holdings.

Number of Shares
588
Previous 3,684 84.04%
Holding current value
$15,317
Previous $90,000 83.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 10, 2025
SELL
$24.38 - $26.34 $75,480 - $81,548
-3,096 Reduced 84.04%
588 $15,000
Q2 2025

Jul 17, 2025
SELL
$20.84 - $24.54 $74,211 - $87,386
-3,561 Reduced 49.15%
3,684 $90,000
Q1 2025

Apr 17, 2025
BUY
$23.03 - $25.01 $82,009 - $89,060
3,561 Added 96.66%
7,245 $169,000
Q4 2024

Jan 21, 2025
BUY
$23.49 - $71.77 $57,691 - $176,267
2,456 Added 200.0%
3,684 $87,000
Q3 2024

Oct 10, 2024
BUY
$65.36 - $71.76 $67,451 - $74,056
1,032 Added 526.53%
1,228 $88,000
Q2 2024

Jul 12, 2024
SELL
$63.87 - $67.55 $29,060 - $30,735
-455 Reduced 69.89%
196 $13,000
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $27,704 - $30,662
455 Added 232.14%
651 $43,000
Q2 2023

Jul 10, 2023
SELL
$53.84 - $57.58 $30,527 - $32,647
-567 Reduced 74.31%
196 $11,000
Q1 2023

Apr 10, 2023
BUY
$52.49 - $57.54 $21,415 - $23,476
408 Added 114.93%
763 $41,000
Q4 2022

Jan 11, 2023
BUY
$48.43 - $56.6 $17,192 - $20,093
355 New
355 $0
Q2 2021

Jul 13, 2021
SELL
$52.09 - $56.08 $18,700 - $20,132
-359 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$44.75 - $52.45 $16,065 - $18,829
359 New
359 $0
Q1 2020

Apr 07, 2020
SELL
$27.15 - $43.59 $624 - $1,002
-23 Closed
0 $0
Q4 2019

Jan 07, 2020
BUY
$38.15 - $42.78 $877 - $983
23 New
23 $1,000

Others Institutions Holding FNDX

# of Institutions
733
Shares Held
621M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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