Litman Gregory Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Litman Gregory Wealth Management LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 18,168 shares of FNDX stock, worth $450,748. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,168
Previous 4,381 314.7%
Holding current value
$450,748
Previous $314,000 36.94%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 23, 2025
BUY
$23.49 - $71.77 $323,856 - $989,492
13,787 Added 314.7%
18,168 $430,000
Q3 2024

Oct 22, 2024
BUY
$65.36 - $71.76 $3,725 - $4,090
57 Added 1.32%
4,381 $314,000
Q4 2023

Jan 31, 2024
BUY
$53.46 - $62.11 $5,346 - $6,211
100 Added 2.37%
4,324 $267,000
Q2 2023

Aug 09, 2023
BUY
$53.84 - $57.58 $227,420 - $243,217
4,224 New
4,224 $243,000
Q4 2022

Jan 17, 2023
SELL
$48.43 - $56.6 $81,895 - $95,710
-1,691 Reduced 30.16%
3,916 $0
Q2 2022

Jul 21, 2022
BUY
$49.93 - $59.29 $279,957 - $332,439
5,607 New
5,607 $285,000
Q1 2022

May 04, 2022
SELL
$55.41 - $59.9 $220,088 - $237,922
-3,972 Closed
0 $0
Q4 2021

Feb 10, 2022
SELL
$54.44 - $58.74 $22,211 - $23,965
-408 Reduced 9.32%
3,972 $233,000
Q3 2021

Nov 03, 2021
BUY
$52.82 - $56.3 $218,674 - $233,082
4,140 Added 1725.0%
4,380 $236,000
Q2 2021

Jul 27, 2021
SELL
$52.09 - $56.08 $210,078 - $226,170
-4,033 Reduced 94.38%
240 $240,000
Q1 2021

May 10, 2021
BUY
$44.75 - $52.45 $18,258 - $21,399
408 Added 10.56%
4,273 $221,000
Q1 2020

Apr 28, 2020
SELL
$27.15 - $43.59 $81,612 - $131,031
-3,006 Reduced 43.75%
3,865 $121,000
Q4 2019

Jan 30, 2020
BUY
$38.15 - $42.78 $262,128 - $293,941
6,871 New
6,871 $293,000

Others Institutions Holding FNDX

# of Institutions
654
Shares Held
573M
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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