Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History

Stage Harbor Financial, LLC

$137 Billion
Q3 2025

A detailed history of Stage Harbor Financial, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Stage Harbor Financial, LLC holds 180,099 shares of FNDX stock, worth $4.79 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

180,099

Previous 180,370 0.15%

Holding current value

$4.79 Million

Previous $4.43 Billion 7.01%

% of portfolio

3.47%

Previous 3.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$24.38 - $26.34 $6,606 - $7,138	-271 Reduced 0.15%	180,099 $4.74 Billion
Q2 2025 Aug 13, 2025	SELL	$20.84 - $24.54 $11,128 - $13,104	-534 Reduced 0.3%	180,370 $4.43 Billion
Q3 2024 Oct 16, 2024	BUY	$65.36 - $71.76 $7.84 Million - $8.6 Million	119,882 Added 196.46%	180,904 $4.35 Billion
Q2 2024 Jul 15, 2024	SELL	$63.87 - $67.55 $44,325 - $46,879	-694 Reduced 1.12%	61,022 $4.09 Billion
Q1 2024 May 14, 2024	SELL	$60.89 - $67.39 $514,703 - $569,647	-8,453 Reduced 12.05%	61,716 $4.16 Billion

Q4 2023 Feb 13, 2024	BUY	$53.46 - $62.11 $3.75 Million - $4.36 Million	70,169 New	70,169 $4.35 Billion

Others Institutions Holding FNDX

# of Institutions

769

Shares Held

631M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Stage Harbor Financial, LLC Schwab Fundamental U S Large C Transaction History