Brookstone Capital Management Schwab Fundamental U S Large C Transaction History

Brookstone Capital Management

  • $7.5 Billion
  • Q4 2025

A detailed history of Brookstone Capital Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Brookstone Capital Management holds 21,763 shares of FNDX stock, worth $578,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares
21,763
Previous 19,085 14.03%
Holding current value
$578,242
Previous $501,000 15.37%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$25.68 - $26.95 $68,771 - $72,172
2,678 Added 14.03%
21,763 $578,000
Q3 2025

Oct 15, 2025
BUY
$24.38 - $26.34 $25,842 - $27,920
1,060 Added 5.88%
19,085 $501,000
Q2 2025

Jul 30, 2025
SELL
$20.84 - $24.54 $72,523 - $85,399
-3,480 Reduced 16.18%
18,025 $442,000
Q1 2025

Apr 29, 2025
BUY
$23.03 - $25.01 $48,270 - $52,420
2,096 Added 10.8%
21,505 $507,000
Q4 2024

Jan 13, 2025
BUY
$23.49 - $71.77 $302,645 - $924,684
12,884 Added 197.46%
19,409 $459,000
Q3 2024

Oct 08, 2024
BUY
$65.36 - $71.76 $7,058 - $7,750
108 Added 1.68%
6,525 $468,000
Q2 2024

Jul 18, 2024
BUY
$63.87 - $67.55 $13,795 - $14,590
216 Added 3.48%
6,417 $429,000
Q1 2024

Apr 15, 2024
BUY
$60.89 - $67.39 $9,377 - $10,378
154 Added 2.55%
6,201 $417,000
Q4 2023

Jan 11, 2024
SELL
$53.46 - $62.11 $75,325 - $87,512
-1,409 Reduced 18.9%
6,047 $374,000
Q3 2023

Oct 20, 2023
BUY
$55.81 - $59.78 $64,572 - $69,165
1,157 Added 18.37%
7,456 $417,000
Q2 2023

Jul 11, 2023
BUY
$53.84 - $57.58 $339,138 - $362,696
6,299 New
6,299 $362,000

Others Institutions Holding FNDX

# of Institutions
785
Shares Held
634M
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
Track This Portfolio

Track Brookstone Capital Management Portfolio

Follow Brookstone Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brookstone Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Brookstone Capital Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email