Moller Financial Services Schwab Fundamental U S Large C Transaction History

Moller Financial Services

  • $375 Million
  • Q2 2024

A detailed history of Moller Financial Services transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Moller Financial Services holds 264,523 shares of FNDX stock, worth $18.3 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares
264,523
Previous 264,567 0.02%
Holding current value
$18.3 Million
Previous $17.8 Million 0.63%
% of portfolio
4.73%
Previous 4.83%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 01, 2024
SELL
$63.87 - $67.55 $2,810 - $2,972
-44 Reduced 0.02%
264,523 $17.7 Million
Q1 2024

Apr 11, 2024
SELL
$60.89 - $67.39 $601,410 - $665,611
-9,877 Reduced 3.6%
264,567 $17.8 Million
Q4 2023

Jan 10, 2024
BUY
$53.46 - $62.11 $615,378 - $714,948
11,511 Added 4.38%
274,444 $17 Million
Q3 2023

Oct 16, 2023
SELL
$55.81 - $59.78 $137,683 - $147,477
-2,467 Reduced 0.93%
262,933 $14.7 Million
Q2 2023

Jul 17, 2023
SELL
$53.84 - $57.58 $215,790 - $230,780
-4,008 Reduced 1.49%
265,400 $15.3 Million
Q1 2023

Apr 17, 2023
BUY
$52.49 - $57.54 $780,368 - $855,447
14,867 Added 5.84%
269,408 $14.8 Million
Q4 2022

Jan 18, 2023
BUY
$52.4 - $56.6 $506,655 - $547,265
9,669 Added 3.95%
254,541 $0
Q3 2022

Oct 20, 2022
BUY
N/A
3,525 Added 1.46%
244,872 $11.7 Million
Q2 2022

Jul 21, 2022
BUY
N/A
16,071 Added 7.13%
241,347 $12.3 Million
Q1 2022

Apr 14, 2022
BUY
N/A
453 Added 0.2%
225,276 $13.2 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-3,873 Reduced 1.69%
224,823 $13.2 Million
Q3 2021

Oct 20, 2021
BUY
N/A
5,744 Added 2.58%
228,696 $12.3 Million
Q2 2021

Jul 22, 2021
BUY
N/A
1,464 Added 0.66%
222,952 $12.2 Million
Q1 2021

Apr 19, 2021
BUY
N/A
42,285 Added 23.6%
221,488 $11.4 Million
Q4 2020

Jan 11, 2021
BUY
N/A
3,665 Added 2.09%
179,203 $8.12 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-8,982 Reduced 4.87%
175,538 $6.8 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-51,119 Reduced 21.69%
184,520 $6.8 Million
Q1 2020

Apr 20, 2020
BUY
N/A
48,430 Added 25.87%
235,639 $7.38 Million
Q4 2019

Jan 13, 2020
BUY
N/A
34,237 Added 22.38%
187,209 $7.99 Million
Q3 2019

Oct 18, 2019
BUY
N/A
56,917 Added 59.25%
152,972 $6.05 Million
Q2 2019

Jul 19, 2019
BUY
N/A
78,130 Added 435.87%
96,055 $3.76 Million
Q1 2019

Apr 16, 2019
BUY
N/A
17,925 New
17,925 $680,000

Others Institutions Holding FNDX

# of Institutions
561
Shares Held
186M
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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