Channel Wealth LLC Schwab Fundamental U S Large C Transaction History

Channel Wealth LLC

  • $307 Billion
  • Q4 2024

A detailed history of Channel Wealth LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Channel Wealth LLC holds 30,942 shares of FNDX stock, worth $764,267. This represents 0.24% of its overall portfolio holdings.

Number of Shares
30,942
Previous 10,313 200.03%
Holding current value
$764,267
Previous $740 Million 0.99%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Jan 14, 2025
BUY
$23.49 - $71.77 $484,575 - $1.48 Million
20,629 Added 200.03%
30,942 $733 Million
Q3 2024

Oct 31, 2024
BUY
$65.36 - $71.76 $196 - $215
3 Added 0.03%
10,313 $740 Million
Q2 2024

Aug 05, 2024
BUY
$63.87 - $67.55 $19,799 - $20,940
310 Added 3.1%
10,310 $691 Million
Q1 2024

Apr 12, 2024
SELL
$60.89 - $67.39 $21,433 - $23,721
-352 Reduced 3.4%
10,000 $674 Million
Q4 2023

Jan 08, 2024
BUY
$53.46 - $62.11 $553,417 - $642,962
10,352 New
10,352 $641 Million

Others Institutions Holding FNDX

# of Institutions
599
Shares Held
211M
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
Track This Portfolio

Track Channel Wealth LLC Portfolio

Follow Channel Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Channel Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Channel Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email