Cibc Private Wealth Group, LLC Schwab Fundamental U S Large C Transaction History

Cibc Private Wealth Group, LLC

  • $53.9 Billion
  • Q3 2024

A detailed history of Cibc Private Wealth Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 30,644 shares of FNDX stock, worth $760,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,644
Previous 28,957 5.83%
Holding current value
$760,890
Previous $1.94 Million 13.41%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$65.36 - $71.76 $110,262 - $121,059
1,687 Added 5.83%
30,644 $2.2 Million
Q2 2024

Aug 09, 2024
SELL
$63.87 - $67.55 $103,661 - $109,633
-1,623 Reduced 5.31%
28,957 $1.94 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $89,021 - $98,524
1,462 Added 5.02%
30,580 $2.06 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $563,521 - $654,701
10,541 Added 56.74%
29,118 $1.8 Million
Q3 2023

Nov 13, 2023
BUY
$55.81 - $59.78 $28,853 - $30,906
517 Added 2.86%
18,577 $1.04 Million
Q2 2023

Nov 21, 2023
SELL
$53.84 - $57.58 $27,835 - $29,768
-517 Reduced 2.78%
18,060 $1.04 Million
Q2 2023

Aug 10, 2023
SELL
$53.84 - $57.58 $1.08 Million - $1.15 Million
-19,984 Reduced 52.53%
18,060 $1.04 Million
Q1 2023

Nov 21, 2023
BUY
$52.49 - $57.54 $1.02 Million - $1.12 Million
19,467 Added 104.79%
38,044 $2.09 Million
Q1 2023

May 11, 2023
SELL
$52.49 - $57.54 $1.32 Million - $1.45 Million
-25,166 Reduced 39.81%
38,044 $2.09 Million
Q4 2022

Jun 01, 2023
SELL
$48.43 - $56.6 $311,840 - $364,447
-6,439 Reduced 16.93%
31,605 $1.69 Million
Q4 2022

Feb 13, 2023
BUY
$48.43 - $56.6 $1.98 Million - $2.32 Million
40,976 Added 184.29%
63,210 $3.38 Million
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $5,110 - $6,076
-107 Reduced 0.48%
22,234 $1.06 Million
Q2 2022

Aug 03, 2022
SELL
$49.93 - $59.29 $463,400 - $550,270
-9,281 Reduced 29.35%
22,341 $1.14 Million
Q1 2022

May 16, 2022
SELL
$55.41 - $59.9 $125,171 - $135,314
-2,259 Reduced 6.67%
31,622 $1.85 Million
Q4 2021

Feb 08, 2022
BUY
$54.44 - $58.74 $758,022 - $817,895
13,924 Added 69.77%
33,881 $1.99 Million
Q3 2021

Nov 12, 2021
BUY
$52.82 - $56.3 $29,315 - $31,246
555 Added 2.86%
19,957 $1.08 Million
Q2 2021

Aug 16, 2021
BUY
$52.09 - $56.08 $2,135 - $2,299
41 Added 0.21%
19,402 $1.06 Million
Q1 2021

May 12, 2021
BUY
$44.75 - $52.45 $866,404 - $1.02 Million
19,361 New
19,361 $1 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-6,345 Closed
0 $0
Q2 2018

Aug 02, 2018
BUY
N/A
6,345 New
6,345 $237,000

Others Institutions Holding FNDX

# of Institutions
593
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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