A detailed history of Nations Financial Group Inc, transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Nations Financial Group Inc, holds 16,831 shares of FNDX stock, worth $414,547. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,831
Previous 16,163 4.13%
Holding current value
$414,547
Previous $1.08 Million 11.55%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$65.36 - $71.76 $43,660 - $47,935
668 Added 4.13%
16,831 $1.21 Million
Q2 2024

Jul 29, 2024

SELL
$63.87 - $67.55 $154,565 - $163,471
-2,420 Reduced 13.02%
16,163 $1.08 Million
Q1 2024

Apr 23, 2024

BUY
$60.89 - $67.39 $47,981 - $53,103
788 Added 4.43%
18,583 $1.25 Million
Q4 2023

Feb 09, 2024

BUY
$53.46 - $62.11 $107,080 - $124,406
2,003 Added 12.68%
17,795 $1.1 Million
Q3 2023

Nov 14, 2023

BUY
$55.81 - $59.78 $265,209 - $284,074
4,752 Added 43.04%
15,792 $883,000
Q2 2023

Aug 14, 2023

BUY
$53.84 - $57.58 $594,393 - $635,683
11,040 New
11,040 $635,000
Q3 2022

Nov 14, 2022

BUY
$47.76 - $56.79 $115,865 - $137,772
2,426 Added 25.63%
11,890 $568,000
Q2 2022

Aug 15, 2022

BUY
$49.93 - $59.29 $472,537 - $561,120
9,464 New
9,464 $482,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


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