A detailed history of Apella Capital, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Apella Capital, LLC holds 35,831 shares of FNDX stock, worth $873,201. This represents 0.03% of its overall portfolio holdings.

Number of Shares
35,831
Previous 11,931 200.32%
Holding current value
$873,201
Previous $856,000 0.93%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 14, 2025

BUY
$23.49 - $71.77 $561,411 - $1.72 Million
23,900 Added 200.32%
35,831 $848,000
Q3 2024

Oct 03, 2024

SELL
$65.36 - $71.76 $27,516 - $30,210
-421 Reduced 3.41%
11,931 $856,000
Q2 2024

Jul 10, 2024

BUY
$63.87 - $67.55 $249,795 - $264,188
3,911 Added 46.33%
12,352 $827,000
Q4 2023

Jan 05, 2024

BUY
$53.46 - $62.11 $451,255 - $524,270
8,441 New
8,441 $522,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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