KAVAR CAPITAL PARTNERS GROUP, LLC FNDX Holdings History
KAVAR CAPITAL PARTNERS GROUP, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, KAVAR CAPITAL PARTNERS GROUP, LLC held 1.47 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $36.05 Mil. This investment constitutes 5.18% of their stock portfolio, and KAVAR CAPITAL PARTNERS GROUP, LLC now holds 0.19% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2020Q4. And since then KAVAR CAPITAL PARTNERS GROUP, LLC has made 15 purchases of FNDX, at an average price of $37.48, for a total of 1.84 Mil shares. In addition, there have been 3 sales at an average price of $63.65 for 370,621.00 shares. Based on historical transaction data and FNDX's current price of $24.78, KAVAR CAPITAL PARTNERS GROUP, LLC's estimated gain on his FNDX holdings is $-8.95 Mil, reflecting a -12.98% gain to date.
KAVAR CAPITAL PARTNERS GROUP, LLC FNDX ($24.78) Holding Chart
KAVAR CAPITAL PARTNERS GROUP, LLC FNDX ($24.78) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
