Betterment LLC Schwab Fundamental U S Large C Transaction History

Betterment LLC

  • $41.6 Billion
  • Q3 2024

A detailed history of Betterment LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Betterment LLC holds 5,103 shares of FNDX stock, worth $120,481. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,103
Previous 5,287 3.48%
Holding current value
$120,481
Previous $354,000 3.39%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$65.36 - $71.76 $12,026 - $13,203
-184 Reduced 3.48%
5,103 $366,000
Q2 2024

Aug 14, 2024
SELL
$63.87 - $67.55 $156,545 - $165,565
-2,451 Reduced 31.67%
5,287 $354,000
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $95,475 - $105,667
1,568 Added 25.41%
7,738 $521,000
Q4 2023

Feb 09, 2024
SELL
$53.46 - $62.11 $6,522 - $7,577
-122 Reduced 1.94%
6,170 $382,000
Q3 2023

Nov 09, 2023
BUY
$55.81 - $59.78 $351,156 - $376,135
6,292 New
6,292 $352,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
193M
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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