Clearstead Advisors, LLC Schwab Fundamental U S Large C Transaction History

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Clearstead Advisors, LLC holds 496 shares of FNDX stock, worth $11,646. This represents 0.0% of its overall portfolio holdings.

Number of Shares
496
Previous 1,453 65.86%
Holding current value
$11,646
Previous $97,000 63.92%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
SELL
$65.36 - $71.76 $62,549 - $68,674
-957 Reduced 65.86%
496 $35,000
Q2 2024

Aug 09, 2024
BUY
$63.87 - $67.55 $6,770 - $7,160
106 Added 7.87%
1,453 $97,000
Q1 2024

May 14, 2024
SELL
$60.89 - $67.39 $183,278 - $202,843
-3,010 Reduced 69.08%
1,347 $90,000
Q4 2023

Feb 12, 2024
BUY
$53.46 - $62.11 $215,764 - $250,675
4,036 Added 1257.32%
4,357 $269,000
Q1 2023

May 09, 2023
SELL
$52.49 - $57.54 $28,187 - $30,898
-537 Reduced 62.59%
321 $17,000
Q3 2022

Nov 14, 2022
SELL
$47.76 - $56.79 $2,483 - $2,953
-52 Reduced 5.71%
858 $41,000
Q2 2022

Aug 12, 2022
BUY
$49.93 - $59.29 $38,196 - $45,356
765 Added 527.59%
910 $46,000
Q2 2021

Aug 12, 2021
SELL
$52.09 - $56.08 $1,302 - $1,402
-25 Reduced 14.71%
145 $8,000
Q1 2021

May 14, 2021
SELL
$44.75 - $52.45 $44 - $52
-1 Reduced 0.58%
170 $9,000
Q2 2020

Aug 11, 2020
SELL
$29.92 - $40.24 $3,919 - $5,271
-131 Reduced 43.38%
171 $6,000
Q1 2020

May 14, 2020
BUY
$27.15 - $43.59 $8,199 - $13,164
302 New
302 $9,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
195M
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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