Capital Advisors Inc Schwab Fundamental U S Large C Transaction History

Capital Advisors Inc

  • $4.86 Billion
  • Q3 2024

A detailed history of Capital Advisors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advisors Inc holds 9,727 shares of FNDX stock, worth $233,545. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,727
Previous 8,439 15.26%
Holding current value
$233,545
Previous $565,000 23.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 28, 2024
BUY
$65.36 - $71.76 $84,183 - $92,426
1,288 Added 15.26%
9,727 $698,000
Q2 2024

Jul 31, 2024
SELL
$63.87 - $67.55 $65,147 - $68,901
-1,020 Reduced 10.78%
8,439 $565,000
Q1 2024

Apr 29, 2024
BUY
$60.89 - $67.39 $364,731 - $403,666
5,990 Added 172.67%
9,459 $637,000
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $10,531 - $12,235
-197 Reduced 5.37%
3,469 $214,000
Q3 2023

Oct 24, 2023
SELL
$55.81 - $59.78 $16,575 - $17,754
-297 Reduced 7.49%
3,666 $205,000
Q2 2023

Jul 18, 2023
BUY
$53.84 - $57.58 $213,367 - $228,189
3,963 New
3,963 $228,000

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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