Srs Capital Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Srs Capital Advisors, Inc.

  • $1.95 Billion
  • Q2 2025

A detailed history of Srs Capital Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 65 shares of FNDX stock, worth $1,719. This represents 0.0% of its overall portfolio holdings.

Number of Shares
65
Previous 65 -0.0%
Holding current value
$1,719
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$23.03 - $25.01 $1,496 - $1,625
65 New
65 $1,000
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $22,324 - $23,912
400 New
400 $22,000
Q4 2022

Feb 24, 2023
BUY
$48.43 - $56.6 $4,503 - $5,263
93 New
93 $4,000
Q2 2022

Aug 22, 2022
SELL
$49.93 - $59.29 $8,238 - $9,782
-165 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$54.44 - $58.74 $8,982 - $9,692
165 New
165 $10,000
Q3 2020

Nov 12, 2020
SELL
$36.46 - $41.42 $7,838 - $8,905
-215 Closed
0 $0
Q1 2020

May 13, 2020
BUY
$27.15 - $43.59 $5,837 - $9,371
215 New
215 $7,000

Others Institutions Holding FNDX

# of Institutions
726
Shares Held
620M
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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