Joel Isaacson & Co., LLC Schwab Fundamental U S Large C Transaction History

Joel Isaacson & Co., LLC

  • $2.68 Billion
  • Q3 2025

A detailed history of Joel Isaacson & Co., LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 17,360 shares of FNDX stock, worth $461,255. This represents 0.02% of its overall portfolio holdings.

Number of Shares
17,360
Previous 23,295 25.48%
Holding current value
$461,255
Previous $571,000 20.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2025
SELL
$24.38 - $26.34 $144,695 - $156,327
-5,935 Reduced 25.48%
17,360 $456,000
Q2 2025

Jul 23, 2025
BUY
$20.84 - $24.54 $485,467 - $571,659
23,295 New
23,295 $571,000
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $182,877 - $200,784
2,798 New
2,798 $200,000

Others Institutions Holding FNDX

# of Institutions
769
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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