Marino, Stram & Associates LLC Schwab Fundamental U S Large C Transaction History

Marino, Stram & Associates LLC

  • $445 Million
  • Q4 2024

A detailed history of Marino, Stram & Associates LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 13,430 shares of FNDX stock, worth $328,363. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,430
Previous 4,466 200.72%
Holding current value
$328,363
Previous $320,000 0.63%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 17, 2025
BUY
$23.49 - $71.77 $210,564 - $643,346
8,964 Added 200.72%
13,430 $318,000
Q3 2024

Oct 21, 2024
BUY
$65.36 - $71.76 $1,241 - $1,363
19 Added 0.43%
4,466 $320,000
Q1 2024

Apr 24, 2024
BUY
$60.89 - $67.39 $548 - $606
9 Added 0.2%
4,447 $299,000
Q4 2023

Jan 30, 2024
BUY
$53.46 - $62.11 $588 - $683
11 Added 0.25%
4,438 $274,000
Q3 2023

Oct 30, 2023
BUY
$55.81 - $59.78 $613 - $657
11 Added 0.25%
4,427 $247,000
Q2 2023

Jul 20, 2023
BUY
$53.84 - $57.58 $538 - $575
10 Added 0.23%
4,416 $254,000
Q1 2023

Apr 20, 2023
BUY
$52.49 - $57.54 $524 - $575
10 Added 0.23%
4,406 $241,000
Q4 2022

Jan 19, 2023
BUY
$48.43 - $56.6 $581 - $679
12 Added 0.27%
4,396 $0
Q3 2022

Oct 17, 2022
BUY
$47.76 - $56.79 $525 - $624
11 Added 0.25%
4,384 $209,000
Q2 2022

Jul 15, 2022
BUY
$49.93 - $59.29 $599 - $711
12 Added 0.28%
4,373 $223,000
Q1 2022

Apr 25, 2022
BUY
$55.41 - $59.9 $443 - $479
8 Added 0.18%
4,361 $255,000
Q4 2021

Jan 20, 2022
SELL
$54.44 - $58.74 $8,819 - $9,515
-162 Reduced 3.59%
4,353 $255,000
Q3 2021

Oct 14, 2021
BUY
$52.82 - $56.3 $238,482 - $254,194
4,515 New
4,515 $244,000
Q2 2021

Jul 22, 2021
SELL
$52.09 - $56.08 $395,363 - $425,647
-7,590 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$44.75 - $52.45 $358 - $419
8 Added 0.11%
7,590 $392,000
Q4 2020

Jan 19, 2021
BUY
$37.99 - $45.31 $379 - $453
10 Added 0.13%
7,582 $343,000
Q3 2020

Oct 22, 2020
BUY
$36.46 - $41.42 $619 - $704
17 Added 0.23%
7,572 $293,000
Q2 2020

Jul 20, 2020
SELL
$29.92 - $40.24 $13,434 - $18,067
-449 Reduced 5.61%
7,555 $295,000
Q1 2020

May 05, 2020
BUY
$27.15 - $43.59 $217,308 - $348,894
8,004 New
8,004 $251,000

Others Institutions Holding FNDX

# of Institutions
626
Shares Held
516M
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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