Steele Capital Management, Inc. FNDX Holdings History
Steele Capital Management, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Steele Capital Management, Inc. held 6.05 Mil shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $142.95 Mil. This investment constitutes 7.44% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.82% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 5 purchases of FNDX, at an average price of $34.41, for a total of 6.05 Mil shares. Based on historical transaction data and FNDX's current price of $24.75, Steele Capital Management, Inc.'s estimated gain on his FNDX holdings is $-58.48 Mil, reflecting a -28.07% gain to date.
Steele Capital Management, Inc. FNDX ($24.75) Holding Chart
Steele Capital Management, Inc. FNDX ($24.75) 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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