Dechtman Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Dechtman Wealth Management, LLC

  • $490 Million
  • Q4 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 29,994 shares of FNDX stock, worth $796,940. This represents 0.14% of its overall portfolio holdings.

Number of Shares
29,994
Previous 9,951 201.42%
Holding current value
$796,940
Previous $714,000 0.56%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$23.49 - $71.77 $470,810 - $1.44 Million
20,043 Added 201.42%
29,994 $710,000
Q3 2024

Oct 30, 2024
SELL
$65.36 - $71.76 $6,405 - $7,032
-98 Reduced 0.98%
9,951 $714,000
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $2,618 - $2,897
43 Added 0.43%
10,049 $677,000
Q4 2023

Jan 19, 2024
BUY
$53.46 - $62.11 $2,833 - $3,291
53 Added 0.53%
10,006 $619,000
Q3 2023

Oct 16, 2023
BUY
$55.81 - $59.78 $2,734 - $2,929
49 Added 0.49%
9,953 $557,000
Q2 2023

Sep 08, 2023
BUY
$53.84 - $57.58 $533,231 - $570,272
9,904 New
9,904 $570 Million

Others Institutions Holding FNDX

# of Institutions
771
Shares Held
631M
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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