A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 969 shares of FNDX stock, worth $69,477. This represents 0.0% of its overall portfolio holdings.

Number of Shares
969
Previous 1,680 42.32%
Holding current value
$69,477
Previous $113,000 42.48%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$63.87 - $67.55 $45,411 - $48,028
-711 Reduced 42.32%
969 $65,000
Q1 2024

Apr 29, 2024

BUY
$60.89 - $67.39 $43,292 - $47,914
711 Added 73.37%
1,680 $113,000
Q3 2023

Nov 13, 2023

SELL
$55.81 - $59.78 $37,002 - $39,634
-663 Reduced 40.63%
969 $54,000
Q2 2023

Aug 15, 2023

BUY
$53.84 - $57.58 $87,866 - $93,970
1,632 New
1,632 $94,000
Q2 2022

Aug 12, 2022

SELL
$49.93 - $59.29 $16,726 - $19,862
-335 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$55.41 - $59.9 $18,562 - $20,066
335 New
335 $20,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
Track This Portfolio

Track Benjamin F. Edwards & Company, Inc. Portfolio

Follow Benjamin F. Edwards & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin F. Edwards & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Benjamin F. Edwards & Company, Inc. with notifications on news.