Archvest Wealth Advisors, Inc. Schwab Fundamental U S Large C Transaction History

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 29,063 shares of FNDX stock, worth $687,630. This represents 0.57% of its overall portfolio holdings.

Number of Shares
29,063
Previous 28,608 1.59%
Holding current value
$687,630
Previous $677,000 1.33%
% of portfolio
0.57%
Previous 0.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$23.03 - $25.01 $10,478 - $11,379
455 Added 1.59%
29,063 $686,000
Q4 2024

Jan 28, 2025
BUY
$23.49 - $71.77 $448,870 - $1.37 Million
19,109 Added 201.17%
28,608 $677,000
Q3 2024

Nov 04, 2024
BUY
$65.36 - $71.76 $2,222 - $2,439
34 Added 0.36%
9,499 $681,000
Q2 2024

Aug 12, 2024
BUY
$63.87 - $67.55 $43,559 - $46,069
682 Added 7.77%
9,465 $633,000
Q1 2024

Apr 29, 2024
BUY
$60.89 - $67.39 $86,950 - $96,232
1,428 Added 19.42%
8,783 $591,000
Q4 2023

Jan 16, 2024
BUY
$53.46 - $62.11 $393,198 - $456,819
7,355 New
7,355 $455,000

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
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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