LOWERY THOMAS, LLC FNDX Holdings History
LOWERY THOMAS, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, LOWERY THOMAS, LLC held 363,474.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $8.58 Mil. This investment constitutes 5.87% of their stock portfolio, and LOWERY THOMAS, LLC now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2022Q4. And since then LOWERY THOMAS, LLC has made 9 purchases of FNDX, at an average price of $32.63, for a total of 364,888.00 shares. In addition, there have been 1 sales at an average price of $54.81 for 1,414.00 shares. Based on historical transaction data and FNDX's current price of $24.79, LOWERY THOMAS, LLC's estimated gain on his FNDX holdings is $-2.82 Mil, reflecting a -23.66% gain to date.
LOWERY THOMAS, LLC FNDX ($24.79) Holding Chart
LOWERY THOMAS, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
