Phillips Financial Management, LLC Schwab Fundamental U S Large C Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Phillips Financial Management, LLC holds 38,095 shares of FNDX stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
38,095
Previous 38,095 -0.0%
Holding current value
$1.01 Million
Previous $934,000 7.17%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$20.84 - $24.54 $726,107 - $855,022
34,842 Added 1071.07%
38,095 $934,000
Q1 2025

Apr 30, 2025
BUY
$23.03 - $25.01 $74,916 - $81,357
3,253 New
3,253 $76,000

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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