Bcs Wealth Management Schwab Fundamental U S Large C Transaction History

Bcs Wealth Management

  • $312 Million
  • Q1 2024

A detailed history of Bcs Wealth Management transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Bcs Wealth Management holds 27,529 shares of FNDX stock, worth $1.84 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
27,529
Previous 26,093 5.5%
Holding current value
$1.84 Million
Previous $1.62 Million 14.79%
% of portfolio
0.6%
Previous 0.6%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
BUY
$60.89 - $67.39 $87,438 - $96,772
1,436 Added 5.5%
27,529 $1.86 Million
Q4 2023

Jan 11, 2024
BUY
$53.46 - $62.11 $30,418 - $35,340
569 Added 2.23%
26,093 $1.62 Million
Q3 2023

Oct 12, 2023
BUY
$55.81 - $59.78 $1.42 Million - $1.53 Million
25,524 New
25,524 $1.43 Million
Q1 2023

Apr 10, 2023
BUY
$52.49 - $57.54 $53,382 - $58,518
1,017 Added 4.66%
22,845 $1.26 Million
Q4 2022

Jan 10, 2023
BUY
$52.4 - $56.6 $50,304 - $54,336
960 Added 4.6%
21,828 $1.17 Million
Q3 2022

Oct 07, 2022
BUY
N/A
4,042 Added 24.02%
20,868 $997,000
Q2 2022

Jul 29, 2022
BUY
N/A
206 Added 1.24%
16,826 $856,000
Q1 2022

Apr 28, 2022
SELL
N/A
-219 Reduced 1.3%
16,620 $972,000
Q4 2021

Jan 18, 2022
BUY
N/A
749 Added 4.66%
16,839 $987,000
Q3 2021

Oct 25, 2021
BUY
N/A
841 Added 5.52%
16,090 $868,000
Q2 2021

Jul 21, 2021
BUY
N/A
342 Added 2.29%
15,249 $834,000
Q1 2021

Apr 28, 2021
BUY
N/A
83 Added 0.56%
14,907 $770,000
Q4 2020

Jan 21, 2021
BUY
N/A
51 Added 0.35%
14,824 $671,000
Q3 2020

Oct 23, 2020
BUY
N/A
851 Added 6.11%
14,773 $572,000
Q2 2020

Jul 21, 2020
BUY
N/A
2,431 Added 21.16%
13,922 $513,000
Q1 2020

Apr 10, 2020
BUY
N/A
11,491 New
11,491 $360,000

Others Institutions Holding FNDX

# of Institutions
516
Shares Held
183M
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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