A detailed history of Kowal Investment Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kowal Investment Group, LLC holds 5,114 shares of FNDX stock, worth $126,878. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,114
Previous 5,087 0.53%
Holding current value
$126,878
Previous $340,000 7.65%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 16, 2024

BUY
$65.36 - $71.76 $1,764 - $1,937
27 Added 0.53%
5,114 $366,000
Q2 2024

Aug 13, 2024

BUY
$63.87 - $67.55 $24,717 - $26,141
387 Added 8.23%
5,087 $340,000
Q1 2024

Apr 18, 2024

BUY
$60.89 - $67.39 $791 - $876
13 Added 0.28%
4,700 $316,000
Q4 2023

Jan 22, 2024

BUY
$53.46 - $62.11 $250,567 - $291,109
4,687 New
4,687 $290,000
Q1 2023

Apr 21, 2023

SELL
$52.49 - $57.54 $14,697 - $16,111
-280 Reduced 6.71%
3,892 $213,000
Q4 2022

Jan 25, 2023

SELL
$48.43 - $56.6 $32,641 - $38,148
-674 Reduced 13.91%
4,172 $0
Q3 2022

Nov 09, 2022

BUY
$47.76 - $56.79 $955 - $1,135
20 Added 0.41%
4,846 $231,000
Q2 2022

Aug 15, 2022

BUY
$49.93 - $59.29 $240,962 - $286,133
4,826 New
4,826 $246,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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