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

Marino, Stram & Associates LLC

  • $420 Million
  • Q1 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 4,447 shares of FNDX stock, worth $302,173. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,447
Previous 4,438 0.2%
Holding current value
$302,173
Previous $274,000 9.12%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.4 - $56.6 $628 - $679
12 Added 0.27%
4,396 $0
Q3 2022

Oct 17, 2022
BUY
N/A
11 Added 0.25%
4,384 $209,000
Q2 2022

Jul 15, 2022
BUY
N/A
12 Added 0.28%
4,373 $223,000
Q1 2022

Apr 25, 2022
BUY
N/A
8 Added 0.18%
4,361 $255,000
Q4 2021

Jan 20, 2022
SELL
N/A
-162 Reduced 3.59%
4,353 $255,000
Q3 2021

Oct 14, 2021
BUY
N/A
4,515 New
4,515 $244,000
Q2 2021

Jul 22, 2021
SELL
N/A
-7,590 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
N/A
8 Added 0.11%
7,590 $392,000
Q4 2020

Jan 19, 2021
BUY
N/A
10 Added 0.13%
7,582 $343,000
Q3 2020

Oct 22, 2020
BUY
N/A
17 Added 0.23%
7,572 $293,000
Q2 2020

Jul 20, 2020
SELL
N/A
-449 Reduced 5.61%
7,555 $295,000
Q1 2020

May 05, 2020
BUY
N/A
8,004 New
8,004 $251,000

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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