McAdam, LLC FNDX Holdings History
McAdam, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-06-30, McAdam, LLC held 8.27 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $202.90 Mil. This investment constitutes 11.11% of their stock portfolio, and McAdam, LLC now holds 1.09% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2018Q4. And since then McAdam, LLC has made 24 purchases of FNDX, at an average price of $30.97, for a total of 9.55 Mil shares. In addition, there have been 3 sales at an average price of $30.05 for 1.28 Mil shares. Based on historical transaction data and FNDX's current price of $25.08, McAdam, LLC's estimated gain on his FNDX holdings is $-49.86 Mil, reflecting a -16.86% gain to date.
McAdam, LLC FNDX ($25.08) Holding Chart
McAdam, LLC FNDX ($25.08) 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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