Archford Capital Strategies, LLC Schwab Fundamental U S Large C Transaction History

Archford Capital Strategies, LLC

  • $643 Million
  • Q4 2024

A detailed history of Archford Capital Strategies, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archford Capital Strategies, LLC holds 338,303 shares of FNDX stock, worth $8.27 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
338,303
Previous 317,740 6.47%
Holding current value
$8.27 Million
Previous $22.8 Million 64.87%
% of portfolio
1.24%
Previous 3.35%

Shares

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

Jan 21, 2025
BUY
$23.49 - $71.77 $483,024 - $1.48 Million
20,563 Added 6.47%
338,303 $8.01 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $14.1 Million - $15.5 Million
215,765 Added 211.59%
317,740 $22.8 Million
Q2 2024

Jul 17, 2024
BUY
$63.87 - $67.55 $215,369 - $227,778
3,372 Added 3.42%
101,975 $6.83 Million
Q1 2024

Apr 24, 2024
BUY
$60.89 - $67.39 $4.18 Million - $4.62 Million
68,571 Added 228.33%
98,603 $6.64 Million
Q4 2023

Jan 12, 2024
BUY
$53.46 - $62.11 $1.61 Million - $1.87 Million
30,032 New
30,032 $1.86 Million

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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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