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 19,085 shares of FNDX stock, worth $507,088. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,085
Previous 18,025 5.88%
Holding current value
$507,088
Previous $442,000 13.35%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
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More about FNDX
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