Grimes & Company, Inc. Schwab Fundamental U S Large C Transaction History

Grimes & Company, Inc.

$3.93 Billion
Q3 2025

A detailed history of Grimes & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Grimes & Company, Inc. holds 15,100 shares of FNDX stock, worth $401,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,100

Previous 11,915 26.73%

Holding current value

$401,207

Previous $292,000 35.96%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$24.38 - $26.34 $77,650 - $83,892	3,185 Added 26.73%	15,100 $397,000
Q2 2025 Jul 22, 2025	BUY	$20.84 - $24.54 $52,329 - $61,619	2,511 Added 26.7%	11,915 $292,000
Q1 2025 Apr 17, 2025	BUY	$23.03 - $25.01 $13,841 - $15,031	601 Added 6.83%	9,404 $219,000
Q4 2024 Jan 21, 2025	BUY	$23.49 - $71.77 $137,416 - $419,854	5,850 Added 198.1%	8,803 $208,000
Q3 2024 Oct 22, 2024	SELL	$65.36 - $71.76 $33,072 - $36,310	-506 Reduced 14.63%	2,953 $211,000

Q2 2024 Jul 22, 2024	BUY	$63.87 - $67.55 $220,926 - $233,655	3,459 New	3,459 $231,000

Others Institutions Holding FNDX

# of Institutions

779

Shares Held

632M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Grimes & Company, Inc. Schwab Fundamental U S Large C Transaction History