Planned Solutions, Inc. FNDX Holdings History
Planned Solutions, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Planned Solutions, Inc. held 1.07 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $25.19 Mil. This investment constitutes 10.2% of their stock portfolio, and Planned Solutions, Inc. now holds 0.15% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2020Q3. And since then Planned Solutions, Inc. has made 14 purchases of FNDX, at an average price of $30.17, for a total of 1.11 Mil shares. In addition, there have been 3 sales at an average price of $54.79 for 44,267.00 shares. Based on historical transaction data and FNDX's current price of $24.78, Planned Solutions, Inc.'s estimated gain on his FNDX holdings is $-4.66 Mil, reflecting a -13.90% gain to date.
Planned Solutions, Inc. FNDX ($24.78) Holding Chart
Planned Solutions, Inc. 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 % | |||
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