Dechtman Wealth Management, LLC Schwab Fundamental U S Large C Transaction History

Dechtman Wealth Management, LLC

  • $482 Million
  • Q3 2024

A detailed history of Dechtman Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dechtman Wealth Management, LLC holds 9,951 shares of FNDX stock, worth $243,301. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,951
Previous 10,049 0.98%
Holding current value
$243,301
Previous $673,000 6.09%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Oct 30, 2024
SELL
$65.36 - $71.76 $6,405 - $7,032
-98 Reduced 0.98%
9,951 $714,000
Q1 2024

Apr 23, 2024
BUY
$60.89 - $67.39 $2,618 - $2,897
43 Added 0.43%
10,049 $677,000
Q4 2023

Jan 19, 2024
BUY
$53.46 - $62.11 $2,833 - $3,291
53 Added 0.53%
10,006 $619,000
Q3 2023

Oct 16, 2023
BUY
$55.81 - $59.78 $2,734 - $2,929
49 Added 0.49%
9,953 $557,000
Q2 2023

Sep 08, 2023
BUY
$53.84 - $57.58 $533,231 - $570,272
9,904 New
9,904 $570 Million

Others Institutions Holding FNDX

# of Institutions
628
Shares Held
519M
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 Dechtman Wealth Management, LLC Portfolio

Follow Dechtman Wealth Management, 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 Dechtman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dechtman Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email