A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $570,629. This represents 1.3% of its overall portfolio holdings.

Number of Shares
23,570
Previous 23,453 0.5%
Holding current value
$570,629
Previous $1.31 Billion 11.22%
% of portfolio
1.3%
Previous 1.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 09, 2024

BUY
$53.46 - $62.11 $6,254 - $7,266
117 Added 0.5%
23,570 $1.46 Billion
Q3 2023

Oct 17, 2023

SELL
$55.81 - $59.78 $31,979 - $34,253
-573 Reduced 2.38%
23,453 $1.31 Billion
Q2 2023

Oct 17, 2023

SELL
$53.84 - $57.58 $2,045 - $2,188
-38 Reduced 0.16%
24,026 $1.3 Billion
Q1 2023

Oct 17, 2023

SELL
$52.49 - $57.54 $489,941 - $537,078
-9,334 Reduced 27.95%
24,064 $1.31 Billion
Q4 2018

Feb 15, 2019

BUY
N/A
30,103 Added 913.6%
33,398 $1.14 Million
Q4 2018

Feb 13, 2019

BUY
N/A
3,295 New
3,295 $1.22 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Nalls Sherbakoff Group, LLC Portfolio

Follow Nalls Sherbakoff Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nalls Sherbakoff Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nalls Sherbakoff Group, LLC with notifications on news.