Boston Financial Mangement LLC Schwab Fundamental U S Large C Transaction History

Boston Financial Mangement LLC

  • $3.18 Billion
  • Q4 2024

A detailed history of Boston Financial Mangement LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Boston Financial Mangement LLC holds 60,363 shares of FNDX stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
60,363
Previous 20,348 196.65%
Holding current value
$1.48 Million
Previous $1.46 Million 2.12%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$23.49 - $71.77 $939,952 - $2.87 Million
40,015 Added 196.65%
60,363 $1.43 Million
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $14,836 - $16,289
227 Added 1.13%
20,348 $1.46 Million
Q2 2024

Jul 29, 2024
SELL
$63.87 - $67.55 $1,596 - $1,688
-25 Reduced 0.12%
20,121 $1.35 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $1,522 - $1,684
25 Added 0.12%
20,146 $1.36 Million
Q4 2022

Jan 27, 2023
BUY
$48.43 - $56.6 $974,460 - $1.14 Million
20,121 New
20,121 $0

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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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