Number of Shares
113,046.00
Current Holdings Value*
$2.67 Mil
% of Portfolio
0.86%
Total Estimate Gain
$65,566.68
% of Total Estimate Gain
2.40%

AMI INVESTMENT MANAGEMENT INC's Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, AMI INVESTMENT MANAGEMENT INC held 113,046.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $2.67 Mil. This investment constitutes 0.86% of their stock portfolio, and AMI INVESTMENT MANAGEMENT INC now holds 0.02% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2025Q1. And since then AMI INVESTMENT MANAGEMENT INC has made 1 purchases of FNDX, at an average price of $24.17, for a total of 113,046.00 shares. Based on historical transaction data and FNDX's current price of $24.75, AMI INVESTMENT MANAGEMENT INC's estimated gain on his FNDX holdings is $65,566.68, reflecting a 2.40% gain to date.

AMI INVESTMENT MANAGEMENT INC FNDX ($24.75) Holding Chart

AMI INVESTMENT MANAGEMENT INC FNDX ($24.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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