Capital Analysts, LLC Schwab Fundamental U S Large C Transaction History

Capital Analysts, LLC

  • $2.68 Billion
  • Q1 2025

A detailed history of Capital Analysts, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Capital Analysts, LLC holds 19,470 shares of FNDX stock, worth $461,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,470
Previous 40,063 51.4%
Holding current value
$461,049
Previous $949,000 51.53%
% of portfolio
0.02%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$23.03 - $25.01 $474,256 - $515,030
-20,593 Reduced 51.4%
19,470 $460,000
Q4 2024

Feb 14, 2025
BUY
$23.49 - $71.77 $542,337 - $1.66 Million
23,088 Added 136.01%
40,063 $949,000
Q3 2024

Nov 13, 2024
BUY
$65.36 - $71.76 $610,397 - $670,166
9,339 Added 122.3%
16,975 $1.22 Million
Q2 2024

Aug 14, 2024
BUY
$63.87 - $67.55 $455,904 - $482,171
7,138 Added 1433.33%
7,636 $511,000
Q1 2024

May 14, 2024
BUY
$60.89 - $67.39 $60 - $67
1 Added 0.2%
498 $33,000
Q4 2023

Jan 30, 2024
BUY
$53.46 - $62.11 $53 - $62
1 Added 0.2%
497 $31,000
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $55 - $59
1 Added 0.2%
496 $28,000
Q2 2023

Aug 11, 2023
BUY
$53.84 - $57.58 $8,883 - $9,500
165 Added 50.0%
495 $28,000
Q1 2023

May 05, 2023
BUY
$52.49 - $57.54 $52 - $57
1 Added 0.3%
330 $19,000
Q4 2022

Feb 08, 2023
BUY
$48.43 - $56.6 $48 - $56
1 Added 0.3%
329 $17,000
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $9,122 - $10,846
191 Added 139.42%
328 $16,000
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $7,591 - $8,206
137 New
137 $8,000
Q1 2021

May 17, 2021
SELL
$44.75 - $52.45 $5,459 - $6,398
-122 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$37.99 - $45.31 $4,634 - $5,527
122 New
122 $6,000

Others Institutions Holding FNDX

# of Institutions
690
Shares Held
590M
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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