Evanson Asset Management, LLC Schwab Fundamental U S Large C Transaction History

Evanson Asset Management, LLC

  • $1.35 Billion
  • Q3 2024

A detailed history of Evanson Asset Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Evanson Asset Management, LLC holds 8,815 shares of FNDX stock, worth $208,651. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,815
Previous 8,815 -0.0%
Holding current value
$208,651
Previous $590,000 7.12%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 18, 2024
SELL
$53.46 - $62.11 $1,978 - $2,298
-37 Reduced 0.42%
8,815 $546,000
Q3 2023

Oct 19, 2023
BUY
$55.81 - $59.78 $2,064 - $2,211
37 Added 0.42%
8,852 $495,000
Q4 2022

Jan 25, 2023
BUY
$48.43 - $56.6 $63,443 - $74,146
1,310 Added 17.46%
8,815 $0
Q2 2022

Jul 13, 2022
BUY
$49.93 - $59.29 $5,941 - $7,055
119 Added 1.61%
7,505 $382,000
Q3 2020

Oct 13, 2020
BUY
$36.46 - $41.42 $36 - $41
1 Added 0.01%
7,386 $286,000
Q2 2018

Jul 11, 2018
BUY
N/A
7,385 New
7,385 $276,000

Others Institutions Holding FNDX

# of Institutions
571
Shares Held
189M
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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