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

Jackson Wealth Management, LLC

  • $589 Million
  • Q3 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023
SELL
$48.43 - $56.6 $395,624 - $462,365
-8,169 Reduced 8.57%
87,166 $4.66 Million
Q3 2022

Nov 14, 2022
BUY
$47.76 - $56.79 $2.48 Million - $2.95 Million
51,874 Added 119.36%
95,335 $4.55 Million
Q2 2022

Aug 01, 2022
SELL
$49.93 - $59.29 $3.2 Million - $3.81 Million
-64,178 Reduced 59.62%
43,461 $2.21 Million
Q1 2022

May 05, 2022
SELL
$55.41 - $59.9 $320,602 - $346,581
-5,786 Reduced 5.1%
107,639 $6.3 Million
Q4 2021

Feb 09, 2022
SELL
$54.44 - $58.74 $289,403 - $312,261
-5,316 Reduced 4.48%
113,425 $6.65 Million
Q3 2021

Dec 10, 2021
SELL
$52.82 - $56.3 $380,198 - $405,247
-7,198 Reduced 5.72%
118,741 $13,000
Q2 2021

Aug 03, 2021
SELL
$52.09 - $56.08 $997,315 - $1.07 Million
-19,146 Reduced 13.2%
125,939 $6.89 Million
Q1 2021

Apr 12, 2021
BUY
$44.75 - $52.45 $6.49 Million - $7.61 Million
145,085 New
145,085 $7.5 Million

Others Institutions Holding FNDX

# of Institutions
567
Shares Held
187M
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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