Cetera Investment Advisers Schwab Fundamental U S Large C Transaction History

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024

A detailed history of Cetera Investment Advisers transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cetera Investment Advisers holds 828,850 shares of FNDX stock, worth $20.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
828,850
Previous 747,908 10.82%
Holding current value
$20.8 Million
Previous $50.1 Million 18.73%
% of portfolio
0.13%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$65.36 - $71.76 $5.29 Million - $5.81 Million
80,942 Added 10.82%
828,850 $59.5 Million
Q2 2024

Aug 22, 2024
BUY
$63.87 - $67.55 $4.82 Million - $5.1 Million
75,513 Added 11.23%
747,908 $50.1 Million
Q1 2024

May 24, 2024
BUY
$60.89 - $67.39 $37 Million - $40.9 Million
607,304 Added 933.01%
672,395 $45.3 Million
Q1 2024

May 14, 2024
SELL
$60.89 - $67.39 $1.56 Million - $1.73 Million
-25,656 Reduced 28.27%
65,091 $4.39 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $544,703 - $632,838
10,189 Added 12.65%
90,747 $5.62 Million
Q3 2023

Nov 14, 2023
BUY
$55.81 - $59.78 $718,832 - $769,966
12,880 Added 19.03%
80,558 $4.51 Million
Q2 2023

Aug 09, 2023
BUY
$53.84 - $57.58 $686,460 - $734,145
12,750 Added 23.21%
67,678 $3.9 Million
Q1 2023

May 15, 2023
BUY
$52.49 - $57.54 $340,975 - $373,779
6,496 Added 13.41%
54,928 $3.02 Million
Q4 2022

Feb 14, 2023
BUY
$48.43 - $56.6 $2.35 Million - $2.74 Million
48,432 New
48,432 $2.59 Million
Q2 2022

Aug 11, 2022
SELL
$49.93 - $59.29 $5.14 Million - $6.11 Million
-102,971 Reduced 95.86%
4,448 $226,000
Q1 2022

May 13, 2022
BUY
$55.41 - $59.9 $3.86 Million - $4.17 Million
69,586 Added 183.93%
107,419 $6.28 Million
Q4 2021

Feb 14, 2022
BUY
$54.44 - $58.74 $2.06 Million - $2.22 Million
37,833 New
37,833 $2.22 Million

Others Institutions Holding FNDX

# of Institutions
596
Shares Held
193M
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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