Aufman Associates Inc Schwab Fundamental U S Large C Transaction History

Aufman Associates Inc

  • $146 Million
  • Q1 2025

A detailed history of Aufman Associates Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Aufman Associates Inc holds 96,175 shares of FNDX stock, worth $2.4 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
96,175
Previous 13,213 627.88%
Holding current value
$2.4 Million
Previous $312,000 627.56%
% of portfolio
1.56%
Previous 0.21%

Shares

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

May 14, 2025
BUY
$23.03 - $25.01 $1.91 Million - $2.07 Million
82,962 Added 627.88%
96,175 $2.27 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $207,322 - $633,442
8,826 Added 201.19%
13,213 $312,000
Q3 2024

Nov 13, 2024
SELL
$65.36 - $71.76 $7,385 - $8,108
-113 Reduced 2.51%
4,387 $314,000
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $19,097 - $20,197
-299 Reduced 6.23%
4,500 $301,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $57,358 - $63,481
942 Added 24.42%
4,799 $323,000
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $1,122 - $1,304
21 Added 0.55%
3,857 $238,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $1,004 - $1,076
18 Added 0.47%
3,836 $214,000
Q2 2023

Aug 11, 2023
SELL
$53.84 - $57.58 $10,983 - $11,746
-204 Reduced 5.07%
3,818 $219,000
Q4 2022

Feb 08, 2023
BUY
$48.43 - $56.6 $194,785 - $227,645
4,022 New
4,022 $214,000
Q1 2021

May 17, 2021
BUY
$44.75 - $52.45 $179,671 - $210,586
4,015 New
4,015 $207,000

Others Institutions Holding FNDX

# of Institutions
698
Shares Held
594M
Call Options Held
0
Put Options Held
117
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
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More about FNDX
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