Kuhn & CO Investment Counsel Schwab Fundamental U S Large C Transaction History

Kuhn & CO Investment Counsel

  • $118 Billion
  • Q4 2024

A detailed history of Kuhn & CO Investment Counsel transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Kuhn & CO Investment Counsel holds 28,147 shares of FNDX stock, worth $691,008. This represents 0.57% of its overall portfolio holdings.

Number of Shares
28,147
Previous 9,204 205.81%
Holding current value
$691,008
Previous $660 Million 0.91%
% of portfolio
0.57%
Previous 0.56%

Shares

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

Jan 30, 2025
BUY
$23.49 - $71.77 $444,971 - $1.36 Million
18,943 Added 205.81%
28,147 $667 Million
Q3 2024

Nov 14, 2024
BUY
$65.36 - $71.76 $26,274 - $28,847
402 Added 4.57%
9,204 $660 Million
Q1 2024

May 10, 2024
BUY
$60.89 - $67.39 $67,466 - $74,668
1,108 Added 14.4%
8,802 $593 Million
Q4 2023

Feb 14, 2024
BUY
$53.46 - $62.11 $411,321 - $477,874
7,694 New
7,694 $477 Million

Others Institutions Holding FNDX

# of Institutions
658
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
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