May Barnhard Investments LLC Schwab Fundamental U S Large C Transaction History

May Barnhard Investments LLC

$212 Billion
Q4 2025

A detailed history of May Barnhard Investments LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, May Barnhard Investments LLC holds 37,658 shares of FNDX stock, worth $1 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

37,658

Previous 38,012 0.93%

Holding current value

$1 Million

Previous $1 Billion 2.5%

% of portfolio

0.48%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$25.68 - $26.95 $9,090 - $9,540	-354 Reduced 0.93%	37,658 $1.02 Billion
Q3 2025 Nov 06, 2025	SELL	$24.38 - $26.34 $12,823 - $13,854	-526 Reduced 1.36%	38,012 $1 Billion
Q2 2025 Jul 29, 2025	BUY	$20.84 - $24.54 $35,740 - $42,086	1,715 Added 4.66%	38,538 $946 Million
Q1 2025 Apr 16, 2025	SELL	$23.03 - $25.01 $58,219 - $63,225	-2,528 Reduced 6.42%	36,823 $869 Million
Q4 2024 Feb 10, 2025	BUY	$23.49 - $71.77 $924,354 - $2.82 Million	39,351 New	39,351 $932 Million

Q3 2024 Apr 08, 2025	BUY	$65.36 - $71.76 $151,831 - $166,698	2,323 Added 50.84%	6,892 $495 Million
Q2 2024 Apr 08, 2025	SELL	$63.87 - $67.55 $2.22 Million - $2.35 Million	-34,782 Reduced 88.39%	4,569 $306 Million

Others Institutions Holding FNDX

# of Institutions

787

Shares Held

643M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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May Barnhard Investments LLC Schwab Fundamental U S Large C Transaction History