Cbiz Investment Advisory Services, LLC Schwab Fundamental U S Large C Transaction History

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 4,362 shares of FNDX stock, worth $106,650. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,362
Previous 1,454 200.0%
Holding current value
$106,650
Previous $104,000 0.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$23.49 - $71.77 $68,308 - $208,707
2,908 Added 200.0%
4,362 $103,000
Q2 2024

Aug 09, 2024
BUY
$63.87 - $67.55 $92,866 - $98,217
1,454 New
1,454 $97,000

Others Institutions Holding FNDX

# of Institutions
628
Shares Held
519M
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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