Callan Capital, LLC FNDX Holdings History
Callan Capital, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Callan Capital, LLC held 3.76 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $88.66 Mil. This investment constitutes 6.56% of their stock portfolio, and Callan Capital, LLC now holds 0.5% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2019Q1. And since then Callan Capital, LLC has made 20 purchases of FNDX, at an average price of $45.86, for a total of 4.19 Mil shares. In addition, there have been 5 sales at an average price of $47.76 for 434,099.00 shares. Based on historical transaction data and FNDX's current price of $24.98, Callan Capital, LLC's estimated gain on his FNDX holdings is $-77.58 Mil, reflecting a -40.38% gain to date.
Callan Capital, LLC FNDX ($24.98) Holding Chart
Callan Capital, LLC FNDX ($24.98) 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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