Kuhn & CO Investment Counsel Schwab Fundamental U S Large C Transaction History

Kuhn & CO Investment Counsel

  • $117 Billion
  • Q3 2024

A detailed history of Kuhn & CO Investment Counsel transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kuhn & CO Investment Counsel holds 9,204 shares of FNDX stock, worth $218,595. This represents 0.56% of its overall portfolio holdings.

Number of Shares
9,204
Previous 8,802 4.57%
Holding current value
$218,595
Previous $590 Million 12.03%
% of portfolio
0.56%
Previous 0.53%

Shares

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

Nov 14, 2024
BUY
$65.36 - $71.76 $26,274 - $28,847
402 Added 4.57%
9,204 $660 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $67,466 - $74,668
1,108 Added 14.4%
8,802 $593 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $411,321 - $477,874
7,694 New
7,694 $477 Million

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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