Cra Financial Services, LLC Schwab Fundamental U S Large C Transaction History

Cra Financial Services, LLC

  • $693 Million
  • Q4 2025

A detailed history of Cra Financial Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cra Financial Services, LLC holds 14,567 shares of FNDX stock, worth $387,045. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,567
Previous 13,022 11.86%
Holding current value
$387,045
Previous $342,000 13.16%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Jan 15, 2026
BUY
$25.68 - $26.95 $39,675 - $41,637
1,545 Added 11.86%
14,567 $387,000
Q2 2025

Jul 14, 2025
BUY
$20.84 - $24.54 $85,464 - $100,638
4,101 Added 45.97%
13,022 $319,000
Q1 2025

Apr 16, 2025
BUY
$23.03 - $25.01 $205,450 - $223,114
8,921 New
8,921 $208,000

Others Institutions Holding FNDX

# of Institutions
782
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
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