Stone Point Wealth LLC Schwab Fundamental U S Large C Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stone Point Wealth LLC holds 8,535 shares of FNDX stock, worth $225,750. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,535
Previous 11,035 22.66%
Holding current value
$225,750
Previous $260,000 19.62%
% of portfolio
0.07%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$20.84 - $24.54 $52,100 - $61,350
-2,500 Reduced 22.66%
8,535 $209,000
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $171,007 - $522,485
7,280 Added 193.87%
11,035 $261,000
Q1 2024

May 01, 2024
BUY
$60.89 - $67.39 $228,641 - $253,049
3,755 New
3,755 $253,000

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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