Valley Brook Capital Group, Inc. Schwab Fundamental U S Large C Transaction History

Valley Brook Capital Group, Inc.

  • $148 Million
  • Q4 2025

A detailed history of Valley Brook Capital Group, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Valley Brook Capital Group, Inc. holds 7,578 shares of FNDX stock, worth $201,347. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,578
Holding current value
$201,347
% of portfolio
0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$25.68 - $26.95 $194,603 - $204,227
7,578 New
7,578 $201,000
Q2 2021

Jul 22, 2021
SELL
$52.09 - $56.08 $133,246 - $143,452
-2,558 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$44.75 - $52.45 $114,470 - $134,167
2,558 New
2,558 $129,000

Others Institutions Holding FNDX

# of Institutions
778
Shares Held
632M
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 Valley Brook Capital Group, Inc. Portfolio

Follow Valley Brook Capital Group, Inc. 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 Valley Brook Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Brook Capital Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email