Sterling Financial Planning, Inc. FNDX Holdings History
Sterling Financial Planning, Inc.'s Schwab Fundamental U.S. Large Company ETF Holding Summary
As of 2025-03-31, Sterling Financial Planning, Inc. held 408,307.00 shares of Schwab Fundamental U.S. Large Company ETF(FNDX), totaling $9.64 Mil. This investment constitutes 3.5% of their stock portfolio, and Sterling Financial Planning, Inc. now holds 0.05% of the outstanding Schwab Fundamental U.S. Large Company ETF(FNDX) stock.
The initial trade took place in 2020Q4. And since then Sterling Financial Planning, Inc. has made 9 purchases of FNDX, at an average price of $30.77, for a total of 429,989.00 shares. In addition, there have been 8 sales at an average price of $41.04 for 21,682.00 shares. Based on historical transaction data and FNDX's current price of $24.75, Sterling Financial Planning, Inc.'s estimated gain on his FNDX holdings is $-2.24 Mil, reflecting a -16.90% gain to date.
Sterling Financial Planning, Inc. FNDX ($24.75) Holding Chart
Sterling Financial Planning, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
