Altium Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Altium Wealth Management LLC holds 9,818 shares of FNDX stock, worth $703,950. This represents 0.04% of its overall portfolio holdings.

Number of Shares
9,818
Previous 9,730 0.9%
Holding current value
$703,950
Previous $569,000 12.13%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$49.93 - $59.29 $4,393 - $5,217
88 Added 0.9%
9,818 $500,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $33,578 - $36,299
606 Added 6.64%
9,730 $569,000
Q4 2021

Jan 31, 2022
BUY
$54.44 - $58.74 $4,899 - $5,286
90 Added 1.0%
9,124 $535,000
Q2 2021

Aug 13, 2021
SELL
$52.09 - $56.08 $83,604 - $90,008
-1,605 Reduced 15.09%
9,034 $494,000
Q1 2021

May 06, 2021
SELL
$44.75 - $52.45 $5,728 - $6,713
-128 Reduced 1.19%
10,639 $550,000
Q4 2020

Feb 04, 2021
SELL
$37.99 - $45.31 $24,427 - $29,134
-643 Reduced 5.64%
10,767 $488,000
Q3 2020

Oct 26, 2020
BUY
$36.46 - $41.42 $3,135 - $3,562
86 Added 0.76%
11,410 $442,000
Q2 2020

Jul 31, 2020
SELL
$29.92 - $40.24 $119 - $160
-4 Reduced 0.04%
11,324 $417,000
Q1 2020

Apr 23, 2020
SELL
$27.15 - $43.59 $137,053 - $220,042
-5,048 Reduced 30.83%
11,328 $355,000
Q4 2019

Jan 17, 2020
BUY
$38.15 - $42.78 $4,806 - $5,390
126 Added 0.78%
16,376 $699,000
Q3 2019

Nov 12, 2019
SELL
$39.35 - $40.14 $133,632 - $136,315
-3,396 Reduced 17.29%
16,250 $643,000
Q2 2019

Jul 18, 2019
BUY
N/A
2,764 Added 16.37%
19,646 $768,000
Q1 2019

Apr 26, 2019
BUY
N/A
162 Added 0.97%
16,882 $641,000
Q4 2018

Jan 18, 2019
SELL
N/A
-13,265 Reduced 44.24%
16,720 $568,000
Q3 2018

Nov 13, 2018
BUY
N/A
956 Added 3.29%
29,985 $1.19 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-17,281 Reduced 37.32%
29,029 $1.08 Million
Q1 2018

Jun 06, 2018
SELL
N/A
-1,453 Reduced 3.04%
46,310 $1.68 Million
Q4 2017

Jun 01, 2018
BUY
N/A
47,763
47,763 $1.79 Million

Others Institutions Holding FNDX

# of Institutions
564
Shares Held
187M
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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