Consolidated Portfolio Review Corp Schwab Fundamental U S Large C Transaction History

Consolidated Portfolio Review Corp

  • $448 Billion
  • Q3 2024

A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 15,063 shares of FNDX stock, worth $371,001. This represents 0.24% of its overall portfolio holdings.

Number of Shares
15,063
Previous 14,770 1.98%
Holding current value
$371,001
Previous $989 Million 9.26%
% of portfolio
0.24%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$65.36 - $71.76 $19,150 - $21,025
293 Added 1.98%
15,063 $1.08 Billion
Q2 2024

Jul 31, 2024
BUY
$63.87 - $67.55 $943,359 - $997,713
14,770 New
14,770 $989 Million
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $762,874 - $886,309
-14,270 Reduced 80.88%
3,374 $209 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $654,651 - $701,219
11,730 Added 198.34%
17,644 $988 Million
Q2 2023

Aug 14, 2023
BUY
$53.84 - $57.58 $318,409 - $340,528
5,914 New
5,914 $340 Million

Others Institutions Holding FNDX

# of Institutions
575
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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