Kavar Capital Partners Group, LLC Schwab Fundamental U S Large C Transaction History

Kavar Capital Partners Group, LLC

  • $590 Million
  • Q4 2024

A detailed history of Kavar Capital Partners Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kavar Capital Partners Group, LLC holds 1,392,480 shares of FNDX stock, worth $32.9 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
1,392,480
Previous 438,485 217.57%
Holding current value
$32.9 Million
Previous $31.5 Million 4.79%
% of portfolio
5.59%
Previous 4.99%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$23.49 - $71.77 $22.4 Million - $68.5 Million
953,995 Added 217.57%
1,392,480 $33 Million
Q3 2024

Oct 24, 2024
BUY
$65.36 - $71.76 $418,957 - $459,981
6,410 Added 1.48%
438,485 $31.5 Million
Q2 2024

Jul 19, 2024
BUY
$63.87 - $67.55 $978,999 - $1.04 Million
15,328 Added 3.68%
432,075 $28.9 Million
Q1 2024

May 14, 2024
SELL
$60.89 - $67.39 $22.4 Million - $24.8 Million
-367,501 Reduced 46.86%
416,747 $28.1 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $21.7 Million - $25.3 Million
406,784 Added 107.77%
784,248 $48.6 Million
Q3 2023

Nov 06, 2023
BUY
$55.81 - $59.78 $314,489 - $336,860
5,635 Added 1.52%
377,464 $21.1 Million
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $16,313 - $17,446
303 Added 0.08%
371,829 $21.4 Million
Q1 2023

May 12, 2023
BUY
$52.49 - $57.54 $112,013 - $122,790
2,134 Added 0.58%
371,526 $20.4 Million
Q4 2022

Feb 10, 2023
BUY
$48.43 - $56.6 $765,484 - $894,619
15,806 Added 4.47%
369,392 $19.7 Million
Q3 2022

Nov 08, 2022
BUY
$47.76 - $56.79 $1.98 Million - $2.35 Million
41,411 Added 13.27%
353,586 $16.9 Million
Q2 2022

Aug 09, 2022
BUY
$49.93 - $59.29 $5.1 Million - $6.06 Million
102,137 Added 48.63%
312,175 $15.9 Million
Q1 2022

May 09, 2022
BUY
$55.41 - $59.9 $3.62 Million - $3.91 Million
65,283 Added 45.1%
210,038 $12.3 Million
Q4 2021

Jan 27, 2022
BUY
$54.44 - $58.74 $130,002 - $140,271
2,388 Added 1.68%
144,755 $8.48 Million
Q3 2021

Nov 01, 2021
BUY
$52.82 - $56.3 $5.39 Million - $5.74 Million
101,992 Added 252.61%
142,367 $7.68 Million
Q2 2021

Aug 02, 2021
SELL
$52.09 - $56.08 $11,720 - $12,618
-225 Reduced 0.55%
40,375 $2.21 Million
Q1 2021

May 13, 2021
SELL
$44.75 - $52.45 $129,551 - $151,842
-2,895 Reduced 6.66%
40,600 $2.1 Million
Q4 2020

Feb 05, 2021
BUY
$37.99 - $45.31 $1.65 Million - $1.97 Million
43,495 New
43,495 $1.97 Million

Others Institutions Holding FNDX

# of Institutions
663
Shares Held
578M
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
Track This Portfolio

Track Kavar Capital Partners Group, LLC Portfolio

Follow Kavar Capital Partners Group, 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 Kavar Capital Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kavar Capital Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email