Dhjj Financial Advisors, Ltd. Schwab Fundamental U S Large C Transaction History

Dhjj Financial Advisors, Ltd.

  • $226 Million
  • Q3 2024

A detailed history of Dhjj Financial Advisors, Ltd. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dhjj Financial Advisors, Ltd. holds 3,824 shares of FNDX stock, worth $94,949. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,824
Previous 3,806 0.47%
Holding current value
$94,949
Previous $254,000 7.87%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 22, 2024
BUY
$65.36 - $71.76 $1,176 - $1,291
18 Added 0.47%
3,824 $274,000
Q1 2024

Apr 11, 2024
SELL
$60.89 - $67.39 $2,618 - $2,897
-43 Reduced 1.12%
3,806 $256,000
Q4 2023

Jan 29, 2024
SELL
$53.46 - $62.11 $13,258 - $15,403
-248 Reduced 6.05%
3,849 $238,000
Q3 2023

Oct 10, 2023
SELL
$55.81 - $59.78 $390 - $418
-7 Reduced 0.17%
4,097 $229,000
Q2 2023

Jul 28, 2023
SELL
$53.84 - $57.58 $14,429 - $15,431
-268 Reduced 6.13%
4,104 $236,000
Q1 2023

May 02, 2023
BUY
$52.49 - $57.54 $157 - $172
3 Added 0.07%
4,372 $240,000
Q4 2022

Feb 03, 2023
BUY
$48.43 - $56.6 $193 - $226
4 Added 0.09%
4,369 $233,000
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $143 - $170
3 Added 0.07%
4,365 $208,000
Q2 2022

Aug 04, 2022
BUY
$49.93 - $59.29 $699 - $830
14 Added 0.32%
4,362 $222,000
Q1 2022

May 12, 2022
BUY
$55.41 - $59.9 $2,050 - $2,216
37 Added 0.86%
4,348 $255,000
Q4 2021

Jan 21, 2022
BUY
$54.44 - $58.74 $163 - $176
3 Added 0.07%
4,311 $253,000
Q3 2021

Nov 01, 2021
SELL
$52.82 - $56.3 $1,003 - $1,069
-19 Reduced 0.44%
4,308 $232,000
Q2 2021

Aug 05, 2021
SELL
$52.09 - $56.08 $2,239 - $2,411
-43 Reduced 0.98%
4,327 $237,000
Q1 2021

May 05, 2021
BUY
$44.75 - $52.45 $195,557 - $229,206
4,370 New
4,370 $223,000

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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