Certified Advisory Corp Schwab Fundamental U S Large C Transaction History

Certified Advisory Corp

  • $698 Million
  • Q1 2024

A detailed history of Certified Advisory Corp transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Certified Advisory Corp holds 108,926 shares of FNDX stock, worth $7.33 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
108,926
Previous 91,085 19.59%
Holding current value
$7.33 Million
Previous $5.64 Million 30.12%
% of portfolio
1.05%
Previous 0.86%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $1.09 Million - $1.2 Million
17,841 Added 19.59%
108,926 $7.34 Million
Q4 2023

Feb 09, 2024
BUY
$53.46 - $62.11 $427,893 - $497,128
8,004 Added 9.63%
91,085 $5.64 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $900,717 - $964,789
16,139 Added 24.11%
83,081 $4.65 Million
Q2 2023

Aug 14, 2023
BUY
$53.84 - $57.58 $376,880 - $403,060
7,000 Added 11.68%
66,942 $3.85 Million
Q1 2023

May 15, 2023
SELL
$52.49 - $57.54 $320,766 - $351,626
-6,111 Reduced 9.25%
59,942 $3.29 Million
Q4 2022

Feb 14, 2023
BUY
$52.4 - $56.6 $114,860 - $124,067
2,192 Added 3.43%
66,053 $3.53 Million
Q3 2022

Nov 14, 2022
BUY
N/A
7,501 Added 13.31%
63,861 $3.05 Million
Q2 2022

Aug 15, 2022
BUY
N/A
26,636 Added 89.61%
56,360 $2.87 Million
Q1 2022

May 13, 2022
BUY
N/A
4,822 Added 19.36%
29,724 $1.74 Million
Q4 2021

Feb 14, 2022
BUY
N/A
6,115 Added 32.55%
24,902 $1.46 Million
Q3 2021

Nov 15, 2021
BUY
N/A
8,690 Added 86.07%
18,787 $1.01 Million
Q2 2021

Aug 16, 2021
BUY
N/A
3,856 Added 61.78%
10,097 $552,000
Q1 2021

May 10, 2021
BUY
N/A
5,823 Added 1393.06%
6,241 $322,000
Q2 2020

Jul 27, 2020
BUY
N/A
3 Added 0.72%
418 $15,000
Q1 2020

Apr 27, 2020
BUY
N/A
343 Added 476.39%
415 $13,000
Q4 2019

Jan 29, 2020
BUY
N/A
72 New
72 $3,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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