A detailed history of Colonial Trust CO / Sc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Colonial Trust CO / Sc holds 29,793 shares of FNDX stock, worth $791,600. This represents 0.11% of its overall portfolio holdings.

Number of Shares
29,793
Previous 15,642 90.47%
Holding current value
$791,600
Previous $383,000 104.44%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Nov 10, 2025

BUY
$24.38 - $26.34 $345,001 - $372,737
14,151 Added 90.47%
29,793 $783,000
Q1 2025

May 13, 2025

BUY
$23.03 - $25.01 $356,504 - $387,154
15,480 Added 9555.56%
15,642 $369,000
Q4 2024

Feb 14, 2025

BUY
$23.49 - $71.77 $2,536 - $7,751
108 Added 200.0%
162 $3,000
Q2 2024

Aug 14, 2024

BUY
$63.87 - $67.55 $1,277 - $1,351
20 Added 58.82%
54 $3,000
Q4 2023

Feb 14, 2024

BUY
$53.46 - $62.11 $1,817 - $2,111
34 New
34 $2,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
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More about FNDX
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