Abound Wealth Management Schwab Fundamental U S Large C Transaction History

Abound Wealth Management

  • $312 Billion
  • Q4 2024

A detailed history of Abound Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Abound Wealth Management holds 15,707 shares of FNDX stock, worth $367,229. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,707
Previous 4,625 239.61%
Holding current value
$367,229
Previous $332 Million 12.06%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Jan 13, 2025
BUY
$23.49 - $71.77 $260,316 - $795,355
11,082 Added 239.61%
15,707 $372 Million
Q3 2024

Nov 04, 2024
BUY
$65.36 - $71.76 $1,372 - $1,506
21 Added 0.46%
4,625 $332 Million
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $5,620 - $5,944
-88 Reduced 1.88%
4,604 $308 Million
Q1 2024

Aug 08, 2024
BUY
$60.89 - $67.39 $365 - $404
6 Added 0.13%
4,692 $316 Million
Q4 2023

Aug 08, 2024
BUY
$53.46 - $62.11 $167,169 - $194,217
3,127 Added 200.58%
4,686 $290 Million
Q3 2023

Aug 08, 2024
BUY
$55.81 - $59.78 $390 - $418
7 Added 0.45%
1,559 $87.3 Million
Q2 2023

Aug 08, 2024
BUY
$53.84 - $57.58 $323 - $345
6 Added 0.39%
1,552 $89.4 Million
Q1 2023

Aug 07, 2024
BUY
$52.49 - $57.54 $81,149 - $88,956
1,546 New
1,546 $84.9 Million
Q4 2022

Aug 07, 2024
BUY
$48.43 - $56.6 $339 - $396
7 Added 0.46%
1,539 $82.2 Million
Q3 2022

Aug 07, 2024
SELL
$47.76 - $56.79 $668 - $795
-14 Reduced 0.91%
1,532 $73.2 Million
Q2 2022

Aug 12, 2024
SELL
$49.93 - $59.29 $153,784 - $182,613
-3,080 Reduced 66.9%
1,524 $77.6 Million
Q4 2021

Aug 12, 2024
SELL
$54.44 - $58.74 $167,675 - $180,919
-3,080 Reduced 66.9%
1,524 $89.3 Million

Others Institutions Holding FNDX

# of Institutions
664
Shares Held
578M
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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