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

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,825 shares of FNDX stock, worth $302,798. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,825
Previous 9,132 40.44%
Holding current value
$302,798
Previous $611,000 50.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024
BUY
$65.36 - $71.76 $241,374 - $265,009
3,693 Added 40.44%
12,825 $920,000
Q2 2024

Jul 26, 2024
BUY
$63.87 - $67.55 $67,574 - $71,467
1,058 Added 13.1%
9,132 $611,000
Q1 2024

Apr 30, 2024
BUY
$60.89 - $67.39 $150,824 - $166,925
2,477 Added 44.26%
8,074 $544,000
Q4 2023

Jan 16, 2024
SELL
$53.46 - $62.11 $25,928 - $30,123
-485 Reduced 7.97%
5,597 $346,000
Q3 2023

Oct 13, 2023
BUY
$55.81 - $59.78 $7,366 - $7,890
132 Added 2.22%
6,082 $340,000
Q2 2023

Jul 13, 2023
BUY
$53.84 - $57.58 $753 - $806
14 Added 0.24%
5,950 $342,000
Q1 2023

Apr 13, 2023
BUY
$52.49 - $57.54 $734 - $805
14 Added 0.24%
5,936 $326,000
Q4 2022

Jan 20, 2023
BUY
$48.43 - $56.6 $8,087 - $9,452
167 Added 2.9%
5,922 $0
Q3 2022

Oct 19, 2022
SELL
$47.76 - $56.79 $3,104 - $3,691
-65 Reduced 1.12%
5,755 $275,000
Q2 2022

Jul 15, 2022
BUY
$49.93 - $59.29 $6,440 - $7,648
129 Added 2.27%
5,820 $296,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $85,331 - $92,246
1,540 Added 37.1%
5,691 $333,000
Q4 2021

Feb 15, 2022
BUY
$54.44 - $58.74 $225,980 - $243,829
4,151 New
4,151 $243,000

Others Institutions Holding FNDX

# of Institutions
597
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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