Patten & Patten Inc Schwab Fundamental U S Large C Transaction History

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025

A detailed history of Patten & Patten Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Patten & Patten Inc holds 15,017 shares of FNDX stock, worth $399,001. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,017
Previous 17,717 15.24%
Holding current value
$399,001
Previous $434,000 9.22%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 31, 2025
SELL
$24.38 - $26.34 $65,826 - $71,118
-2,700 Reduced 15.24%
15,017 $394,000
Q2 2025

Jul 28, 2025
SELL
$20.84 - $24.54 $6,773 - $7,975
-325 Reduced 1.8%
17,717 $434,000
Q1 2025

May 07, 2025
BUY
$23.03 - $25.01 $28,188 - $30,612
1,224 Added 7.28%
18,042 $425,000
Q4 2024

Feb 10, 2025
BUY
$23.49 - $71.77 $263,369 - $804,685
11,212 Added 200.0%
16,818 $398,000
Q1 2024

May 10, 2024
SELL
$60.89 - $67.39 $52,548 - $58,157
-863 Reduced 13.34%
5,606 $377,000
Q4 2023

Jan 23, 2024
BUY
$53.46 - $62.11 $65,648 - $76,271
1,228 Added 23.43%
6,469 $400,000
Q3 2023

Oct 27, 2023
BUY
$55.81 - $59.78 $292,500 - $313,306
5,241 New
5,241 $293,000

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
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More about FNDX
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