Godsey & Gibb Associates Schwab Fundamental U S Large C Transaction History

Godsey & Gibb Associates

  • $1.11 Billion
  • Q3 2025

A detailed history of Godsey & Gibb Associates transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Godsey & Gibb Associates holds 6,394 shares of FNDX stock, worth $169,888. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,394
Previous 6,801 5.98%
Holding current value
$169,888
Previous $166,000 1.2%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$24.38 - $26.34 $9,922 - $10,720
-407 Reduced 5.98%
6,394 $168,000
Q2 2025

Jul 23, 2025
BUY
$20.84 - $24.54 $29,759 - $35,043
1,428 Added 26.58%
6,801 $166,000
Q4 2024

Jan 14, 2025
BUY
$23.49 - $71.77 $72,114 - $220,333
3,070 Added 133.3%
5,373 $127,000
Q3 2024

Oct 18, 2024
BUY
$65.36 - $71.76 $33,464 - $36,741
512 Added 28.59%
2,303 $165,000
Q1 2024

Apr 23, 2024
SELL
$60.89 - $67.39 $3,166 - $3,504
-52 Reduced 2.82%
1,791 $120,000
Q4 2023

Jan 16, 2024
SELL
$53.46 - $62.11 $31,808 - $36,955
-595 Reduced 24.41%
1,843 $114,000
Q3 2023

Oct 25, 2023
SELL
$55.81 - $59.78 $29,858 - $31,982
-535 Reduced 18.0%
2,438 $136,000
Q2 2023

Jul 25, 2023
BUY
$53.84 - $57.58 $63,638 - $68,059
1,182 Added 66.0%
2,973 $171,000
Q1 2023

Apr 18, 2023
BUY
$52.49 - $57.54 $94,009 - $103,054
1,791 New
1,791 $98,000
Q2 2022

Jul 25, 2022
SELL
$49.93 - $59.29 $89,424 - $106,188
-1,791 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
$55.41 - $59.9 $99,239 - $107,280
1,791 New
1,791 $105,000

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
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