Kcm Investment Advisors LLC Schwab Fundamental U S Large C Transaction History

Kcm Investment Advisors LLC

  • $2.74 Billion
  • Q1 2025

A detailed history of Kcm Investment Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 43,006 shares of FNDX stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
43,006
Previous 43,384 0.87%
Holding current value
$1.08 Million
Previous $1.03 Million 1.17%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 14, 2025
SELL
$23.03 - $25.01 $8,705 - $9,453
-378 Reduced 0.87%
43,006 $1.02 Million
Q4 2024

Feb 12, 2025
BUY
$23.49 - $71.77 $617,082 - $1.89 Million
26,270 Added 153.5%
43,384 $1.03 Million
Q3 2024

Nov 06, 2024
BUY
$65.36 - $71.76 $26,470 - $29,062
405 Added 2.42%
17,114 $1.23 Million
Q4 2023

Feb 13, 2024
BUY
$53.46 - $62.11 $30,472 - $35,402
570 Added 3.53%
16,709 $1.03 Million
Q3 2023

Nov 08, 2023
SELL
$55.81 - $59.78 $82,542 - $88,414
-1,479 Reduced 8.39%
16,139 $903,000
Q2 2023

Aug 09, 2023
SELL
$53.84 - $57.58 $73,922 - $79,057
-1,373 Reduced 7.23%
17,618 $1.01 Million
Q1 2023

May 09, 2023
BUY
$52.49 - $57.54 $158,782 - $174,058
3,025 Added 18.95%
18,991 $1.04 Million
Q4 2022

Jan 31, 2023
BUY
$48.43 - $56.6 $3,147 - $3,679
65 Added 0.41%
15,966 $853,000
Q3 2022

Nov 10, 2022
BUY
$47.76 - $56.79 $759,431 - $903,017
15,901 New
15,901 $759,000
Q2 2021

Aug 12, 2021
SELL
$52.09 - $56.08 $237,478 - $255,668
-4,559 Closed
0 $0
Q4 2020

Feb 19, 2021
BUY
$37.99 - $45.31 $173,196 - $206,568
4,559 New
4,559 $206,000

Others Institutions Holding FNDX

# of Institutions
698
Shares Held
594M
Call Options Held
0
Put Options Held
117
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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