Capital Advisors, Ltd. LLC Schwab Fundamental U S Large C Transaction History

Capital Advisors, Ltd. LLC

  • $811 Million
  • Q2 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 645 shares of FNDX stock, worth $16,060. This represents 0.0% of its overall portfolio holdings.

Number of Shares
645
Previous 645 -0.0%
Holding current value
$16,060
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 04, 2025
BUY
$23.49 - $71.77 $10,100 - $30,861
430 Added 200.0%
645 $15,000
Q2 2022

Aug 05, 2022
SELL
$49.93 - $59.29 $921,657 - $1.09 Million
-18,459 Reduced 98.85%
215 $11,000
Q1 2022

May 09, 2022
BUY
$55.41 - $59.9 $1.02 Million - $1.11 Million
18,459 Added 8585.58%
18,674 $1.01 Million
Q4 2021

Feb 08, 2022
SELL
$54.44 - $58.74 $2,177 - $2,349
-40 Reduced 15.69%
215 $13,000
Q4 2019

Feb 03, 2020
BUY
$38.15 - $42.78 $9,728 - $10,908
255 New
255 $11,000

Others Institutions Holding FNDX

# of Institutions
722
Shares Held
617M
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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