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

Kavar Capital Partners Group, LLC

  • $599 Million
  • Q1 2025

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 1,450,222 shares of FNDX stock, worth $33.1 Million. This represents 5.72% of its overall portfolio holdings.

Number of Shares
1,450,222
Previous 1,392,480 4.15%
Holding current value
$33.1 Million
Previous $33 Million 3.84%
% of portfolio
5.72%
Previous 5.59%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$23.03 - $25.01 $1.33 Million - $1.44 Million
57,742 Added 4.15%
1,450,222 $34.2 Million
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
679
Shares Held
579M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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