Values Added Financial LLC Schwab Fundamental U S Large C Transaction History

Values Added Financial LLC

  • $180 Billion
  • Q1 2025

A detailed history of Values Added Financial LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Values Added Financial LLC holds 49,704 shares of FNDX stock, worth $1.18 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
49,704
Previous 45,804 8.51%
Holding current value
$1.18 Million
Previous $1.08 Billion 8.19%
% of portfolio
0.65%
Previous 0.63%

Shares

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

Apr 28, 2025
BUY
$23.03 - $25.01 $89,817 - $97,539
3,900 Added 8.51%
49,704 $1.17 Billion
Q4 2024

Jan 29, 2025
BUY
$23.49 - $71.77 $964,428 - $2.95 Million
41,057 Added 864.9%
45,804 $1.08 Billion
Q3 2024

Oct 28, 2024
BUY
$65.36 - $71.76 $310,263 - $340,644
4,747 New
4,747 $341 Million

Others Institutions Holding FNDX

# of Institutions
691
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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