Dowling & Yahnke LLC Schwab Fundamental U S Large C Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Dowling & Yahnke LLC holds 6,174 shares of FNDX stock, worth $146,076. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,174
Previous 4,121 49.82%
Holding current value
$146,076
Previous $210,000 40.48%
% of portfolio
0.14%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
BUY
$47.76 - $56.79 $98,051 - $116,589
2,053 Added 49.82%
6,174 $295,000
Q2 2021

Jul 21, 2021
BUY
$52.09 - $56.08 $214,662 - $231,105
4,121 New
4,121 $226,000

Others Institutions Holding FNDX

# of Institutions
693
Shares Held
590M
Call Options Held
0
Put Options Held
117
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 Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke 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 Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email