Francis Financial, Inc. Schwab Fundamental U S Large C Transaction History

Francis Financial, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Francis Financial, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Francis Financial, Inc. holds 20,787 shares of FNDX stock, worth $552,310. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,787
Previous 20,787 -0.0%
Holding current value
$552,310
Previous $510,000 7.06%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $296,067 - $904,589
12,604 Added 154.03%
20,787 $492,000
Q2 2024

Jul 12, 2024
BUY
$63.87 - $67.55 $522,648 - $552,761
8,183 New
8,183 $548,000

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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