Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History

Nalls Sherbakoff Group, LLC

$112 Billion
Q4 2023

A detailed history of Nalls Sherbakoff Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 23,570 shares of FNDX stock, worth $1.69 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

23,570

Previous 23,453 0.5%

Holding current value

$1.69 Million

Previous $1.31 Billion 11.22%

% of portfolio

1.3%

Previous 1.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 09, 2024	BUY	$53.46 - $62.11 $6,254 - $7,266	117 Added 0.5%	23,570 $1.46 Billion
Q3 2023 Oct 17, 2023	SELL	$55.81 - $59.78 $31,979 - $34,253	-573 Reduced 2.38%	23,453 $1.31 Billion
Q2 2023 Oct 17, 2023	SELL	$53.84 - $57.58 $2,045 - $2,188	-38 Reduced 0.16%	24,026 $1.3 Billion
Q1 2023 Oct 17, 2023	SELL	$52.49 - $57.54 $489,941 - $537,078	-9,334 Reduced 27.95%	24,064 $1.31 Billion
Q4 2018 Feb 15, 2019	BUY	N/A	30,103 Added 913.6%	33,398 $1.14 Million
Q4 2018 Feb 13, 2019	BUY	N/A	3,295 New	3,295 $1.22 Million

Others Institutions Holding FNDX

# of Institutions

562

Shares Held

187M

Call Options Held

Put Options Held

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About SCHWAB FUNDAMENTAL U S LARGE C

Ticker FNDX
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Nalls Sherbakoff Group, LLC Schwab Fundamental U S Large C Transaction History