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 43,669 shares of FNDX stock, worth $1.05 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
43,669
Previous 43,732 0.14%
Holding current value
$1.05 Million
Previous $2.93 Million 6.96%
% of portfolio
0.7%
Previous 0.7%

Shares

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

Oct 23, 2024

SELL
$65.36 - $71.76 $4,117 - $4,520
-63 Reduced 0.14%
43,669 $3.13 Million
Q2 2024

Jul 11, 2024

BUY
$63.87 - $67.55 $193,142 - $204,271
3,024 Added 7.43%
43,732 $2.93 Million
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
$48.43 - $56.6 $46,686 - $54,562
964 Added 2.45%
40,354 $0
Q3 2022

Oct 17, 2022

BUY
$47.76 - $56.79 $15,999 - $19,024
335 Added 0.86%
39,390 $1.88 Million
Q2 2022

Jul 18, 2022

BUY
$49.93 - $59.29 $80,387 - $95,456
1,610 Added 4.3%
39,055 $1.99 Million
Q1 2022

May 05, 2022

BUY
$55.41 - $59.9 $363,212 - $392,644
6,555 Added 21.22%
37,445 $2.19 Million
Q4 2021

Jan 14, 2022

BUY
$54.44 - $58.74 $287,878 - $310,617
5,288 Added 20.65%
30,890 $1.81 Million
Q3 2021

Oct 19, 2021

BUY
$52.82 - $56.3 $79,335 - $84,562
1,502 Added 6.23%
25,602 $1.38 Million
Q2 2021

Jul 21, 2021

BUY
$52.09 - $56.08 $71,207 - $76,661
1,367 Added 6.01%
24,100 $1.32 Million
Q1 2021

Apr 22, 2021

BUY
$44.75 - $52.45 $1,342 - $1,573
30 Added 0.13%
22,733 $1.18 Million
Q4 2020

Jan 25, 2021

SELL
$37.99 - $45.31 $50,070 - $59,718
-1,318 Reduced 5.49%
22,703 $1.03 Million
Q3 2020

Oct 15, 2020

SELL
$36.46 - $41.42 $15,130 - $17,189
-415 Reduced 1.7%
24,021 $930,000
Q2 2020

Jul 17, 2020

SELL
$29.92 - $40.24 $36,143 - $48,609
-1,208 Reduced 4.71%
24,436 $900,000
Q1 2020

Apr 21, 2020

BUY
$27.15 - $43.59 $7,520 - $12,074
277 Added 1.09%
25,644 $803,000
Q4 2019

Jan 28, 2020

BUY
$38.15 - $42.78 $33,228 - $37,261
871 Added 3.56%
25,367 $1.08 Million
Q3 2019

Oct 25, 2019

BUY
$39.35 - $40.14 $16,015 - $16,336
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

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
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