Tortoise Investment Management, LLC Schwab Fundamental U S Large C Transaction History

Tortoise Investment Management, LLC

  • $1.04 Billion
  • Q3 2025

A detailed history of Tortoise Investment Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 840 shares of FNDX stock, worth $22,318. This represents 0.0% of its overall portfolio holdings.

Number of Shares
840
Holding current value
$22,318
% of portfolio
0.0%

Shares

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

Nov 13, 2025
BUY
$24.38 - $26.34 $20,479 - $22,125
840 New
840 $22,000
Q4 2021

Feb 10, 2022
BUY
$54.44 - $58.74 $3,865 - $4,170
71 New
71 $4,000
Q2 2020

Aug 06, 2020
SELL
$29.92 - $40.24 $9,993 - $13,440
-334 Closed
0 $0
Q2 2018

Aug 09, 2018
BUY
N/A
334 New
334 $12,000

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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