Symphony Financial, Ltd. Co. Schwab Fundamental U S Large C Transaction History

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025

A detailed history of Symphony Financial, Ltd. Co. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 8,209 shares of FNDX stock, worth $218,113. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,209
Previous 719 1041.72%
Holding current value
$218,113
Previous $17,000 1164.71%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 31, 2025
BUY
$24.38 - $26.34 $182,606 - $197,286
7,490 Added 1041.72%
8,209 $215,000
Q2 2025

Aug 14, 2025
SELL
$20.84 - $24.54 $3.89 Million - $4.59 Million
-186,897 Reduced 99.62%
719 $17,000
Q2 2025

Aug 11, 2025
BUY
$20.84 - $24.54 $3.59 Million - $4.23 Million
172,382 Added 1131.56%
187,616 $4.6 Million
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $350,839 - $381,002
15,234 New
15,234 $359,000

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
Track This Portfolio

Track Symphony Financial, Ltd. Co. Portfolio

Follow Symphony Financial, Ltd. Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Symphony Financial, Ltd. Co., based on Form 13F filings with the SEC.

News

Stay updated on Symphony Financial, Ltd. Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email