Cambridge Advisors Inc. Schwab Fundamental U S Large C Transaction History

Cambridge Advisors Inc.

  • $416 Million
  • Q1 2024

A detailed history of Cambridge Advisors Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cambridge Advisors Inc. holds 40,708 shares of FNDX stock, worth $2.73 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
40,708
Previous 40,275 1.08%
Holding current value
$2.73 Million
Previous $2.49 Million 9.98%
% of portfolio
0.66%
Previous 0.64%

Shares

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

Apr 16, 2024
BUY
$60.89 - $67.39 $26,365 - $29,179
433 Added 1.08%
40,708 $2.74 Million
Q4 2023

Jan 16, 2024
SELL
$53.46 - $62.11 $46,563 - $54,097
-871 Reduced 2.12%
40,275 $2.49 Million
Q3 2023

Oct 18, 2023
BUY
$55.81 - $59.78 $32,704 - $35,031
586 Added 1.44%
41,146 $2.3 Million
Q2 2023

Jul 13, 2023
BUY
$53.84 - $57.58 $161 - $172
3 Added 0.01%
40,560 $2.34 Million
Q1 2023

Apr 13, 2023
BUY
$52.49 - $57.54 $10,655 - $11,680
203 Added 0.5%
40,557 $2.23 Million
Q4 2022

Jan 23, 2023
BUY
$52.4 - $56.6 $50,513 - $54,562
964 Added 2.45%
40,354 $0
Q3 2022

Oct 17, 2022
BUY
N/A
335 Added 0.86%
39,390 $1.88 Million
Q2 2022

Jul 18, 2022
BUY
N/A
1,610 Added 4.3%
39,055 $1.99 Million
Q1 2022

May 05, 2022
BUY
N/A
6,555 Added 21.22%
37,445 $2.19 Million
Q4 2021

Jan 14, 2022
BUY
N/A
5,288 Added 20.65%
30,890 $1.81 Million
Q3 2021

Oct 19, 2021
BUY
N/A
1,502 Added 6.23%
25,602 $1.38 Million
Q2 2021

Jul 21, 2021
BUY
N/A
1,367 Added 6.01%
24,100 $1.32 Million
Q1 2021

Apr 22, 2021
BUY
N/A
30 Added 0.13%
22,733 $1.18 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-1,318 Reduced 5.49%
22,703 $1.03 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-415 Reduced 1.7%
24,021 $930,000
Q2 2020

Jul 17, 2020
SELL
N/A
-1,208 Reduced 4.71%
24,436 $900,000
Q1 2020

Apr 21, 2020
BUY
N/A
277 Added 1.09%
25,644 $803,000
Q4 2019

Jan 28, 2020
BUY
N/A
871 Added 3.56%
25,367 $1.08 Million
Q3 2019

Oct 25, 2019
BUY
N/A
407 Added 1.69%
24,496 $969,000
Q2 2019

Jul 26, 2019
BUY
N/A
5,768 Added 31.48%
24,089 $942,000
Q1 2019

Apr 16, 2019
SELL
N/A
-3,556 Reduced 16.25%
18,321 $695,000
Q4 2018

Jan 29, 2019
BUY
N/A
2,489 Added 12.84%
21,877 $743,000
Q3 2018

Oct 24, 2018
BUY
N/A
4,532 Added 30.51%
19,388 $769,000
Q2 2018

Jul 30, 2018
BUY
N/A
1,024 Added 7.4%
14,856 $555,000
Q1 2018

Apr 18, 2018
BUY
N/A
2,515 Added 22.22%
13,832 $503,000
Q4 2017

Jan 26, 2018
BUY
N/A
2,651 Added 30.59%
11,317 $424,000
Q3 2017

Oct 27, 2017
BUY
N/A
8,666
8,666 $305,000

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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