Cascades Capital Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Cascades Capital Asset Management, LLC

  • $185 Billion
  • Q1 2025

A detailed history of Cascades Capital Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cascades Capital Asset Management, LLC holds 89,116 shares of FNDX stock, worth $2.22 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
89,116
Previous 87,497 1.85%
Holding current value
$2.22 Million
Previous $2.07 Billion 1.55%
% of portfolio
1.14%
Previous 1.1%

Shares

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

May 15, 2025
BUY
$23.03 - $25.01 $37,285 - $40,491
1,619 Added 1.85%
89,116 $2.1 Billion
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $1.57 Million - $4.78 Million
66,634 Added 319.39%
87,497 $2.07 Billion
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $1.36 Million - $1.5 Million
20,863 New
20,863 $1.5 Billion

Others Institutions Holding FNDX

# of Institutions
714
Shares Held
614M
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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