RHS Financial, LLC FNDX Holdings History

Number of Shares
343,965.00
Current Holdings Value*
$8.12 Mil
% of Portfolio
4.55%
Total Estimate Gain
$-3.24 Mil
% of Total Estimate Gain
-18.33%

RHS Financial, LLC's Schwab Fundamental U.S. Large Company ETF Holding Summary

As of 2025-03-31, RHS Financial, LLC held 343,965.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $8.12 Mil. This investment constitutes 4.55% of their stock portfolio, and RHS Financial, LLC now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.

The initial trade took place in 2018Q4. And since then RHS Financial, LLC has made 13 purchases of FNDX, at an average price of $35.09, for a total of 503,492.00 shares. In addition, there have been 12 sales at an average price of $36.19 for 159,527.00 shares. Based on historical transaction data and FNDX's current price of $25.16, RHS Financial, LLC's estimated gain on his FNDX holdings is $-3.24 Mil, reflecting a -18.33% gain to date.

RHS Financial, LLC FNDX ($25.16) Holding Chart

RHS Financial, LLC FNDX ($25.16) 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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