Kowal Investment Group, LLC Schwab Fundamental U S Large C Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

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 $120,997. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,114

Previous 5,087 0.53%

Holding current value

$120,997

Previous $340,000 7.65%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

663

Shares Held

578M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

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Kowal Investment Group, LLC Schwab Fundamental U S Large C Transaction History