Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History

Mid Atlantic Capital Management, Inc.

$127 Billion
Q1 2025

A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 51,724 shares of FNDX stock, worth $1.26 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

51,724

Previous 54,863 5.72%

Holding current value

$1.26 Million

Previous $1.3 Billion 6.0%

% of portfolio

0.96%

Previous 0.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$23.03 - $25.01 $72,291 - $78,506	-3,139 Reduced 5.72%	51,724 $1.22 Billion
Q4 2024 Jan 29, 2025	BUY	$23.49 - $71.77 $898,398 - $2.74 Million	38,246 Added 230.16%	54,863 $1.3 Billion
Q3 2024 Nov 07, 2024	BUY	$65.36 - $71.76 $1.09 Million - $1.19 Million	16,617 New	16,617 $1.19 Billion
Q2 2024 Nov 08, 2024	SELL	$63.87 - $67.55 $31,487 - $33,302	-493 Reduced 2.97%	16,124 $1.08 Million
Q1 2024 Nov 12, 2024	BUY	$60.89 - $67.39 $51,452 - $56,944	845 Added 5.96%	15,026 $1.01 Billion
Q4 2023 Nov 12, 2024	SELL	$53.46 - $62.11 $130,228 - $151,299	-2,436 Reduced 14.66%	14,181 $878 Million

Others Institutions Holding FNDX

# of Institutions

693

Shares Held

590M

Call Options Held

Put Options Held

117

View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Mid Atlantic Capital Management, Inc. Schwab Fundamental U S Large C Transaction History