Financial Strategies Group, Inc. FNDX Holdings History
Financial Strategies Group, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Financial Strategies Group, Inc. held 827,387.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $18.38 Mil. This investment constitutes 4.35% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.11% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2022Q1. And since then Financial Strategies Group, Inc. has made 5 purchases of FNDX, at an average price of $27.30, for a total of 2.57 Mil shares. In addition, there have been 7 sales at an average price of $25.13 for 1.75 Mil shares. Based on historical transaction data and FNDX's current price of $24.79, Financial Strategies Group, Inc.'s estimated gain on his FNDX holdings is $-5.86 Mil, reflecting a -8.34% gain to date.
Financial Strategies Group, Inc. FNDX ($24.79) Holding Chart
Financial Strategies Group, Inc. FNDX ($24.79) 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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