Capital Advantage, Inc. Schwab Fundamental U S Large C Transaction History

Capital Advantage, Inc.

  • $664 Million
  • Q4 2025

A detailed history of Capital Advantage, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advantage, Inc. holds 149,125 shares of FNDX stock, worth $3.96 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
149,125
Previous 100,596 48.24%
Holding current value
$3.96 Million
Previous $2.65 Million 49.79%
% of portfolio
0.6%
Previous 0.44%

Shares

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

Jan 07, 2026
BUY
$25.68 - $26.95 $1.25 Million - $1.31 Million
48,529 Added 48.24%
149,125 $3.96 Million
Q3 2025

Oct 22, 2025
BUY
$24.38 - $26.34 $378,572 - $409,007
15,528 Added 18.25%
100,596 $2.65 Million
Q2 2025

Jul 11, 2025
BUY
$20.84 - $24.54 $488,406 - $575,119
23,436 Added 38.03%
85,068 $2.09 Million
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $1.06 Million - $3.25 Million
45,283 Added 276.98%
61,632 $1.46 Million
Q3 2024

Nov 07, 2024
BUY
$65.36 - $71.76 $1.07 Million - $1.17 Million
16,349 New
16,349 $1.17 Million

Others Institutions Holding FNDX

# of Institutions
775
Shares Held
632M
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
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