A detailed history of Lgt Financial Advisors LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 107 shares of FNDX stock, worth $2,569. This represents 0.02% of its overall portfolio holdings.

Number of Shares
107
Previous 106 0.94%
Holding current value
$2,569
Previous $7.07 Million 8.06%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 31, 2024

BUY
$65.36 - $71.76 $65 - $71
1 Added 0.94%
107 $7.64 Million
Q2 2024

Aug 05, 2024

SELL
$63.87 - $67.55 $11,432 - $12,091
-179 Reduced 62.81%
106 $7.07 Million
Q1 2024

May 02, 2024

BUY
$60.89 - $67.39 $60 - $67
1 Added 0.35%
285 $19.2 Million
Q4 2023

Feb 12, 2024

BUY
$53.46 - $62.11 $53 - $62
1 Added 0.35%
284 $17.6 Million
Q3 2023

Nov 01, 2023

SELL
$55.81 - $59.78 $7,255 - $7,771
-130 Reduced 31.48%
283 $15.8 Million
Q2 2023

Aug 14, 2023

BUY
$53.84 - $57.58 $22,235 - $23,780
413 New
413 $23.8 Million
Q4 2022

Feb 14, 2023

BUY
$48.43 - $56.6 $38,550 - $45,053
796 New
796 $42.5 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


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