Novare Capital Management LLC Schwab Fundamental U S Large C Transaction History

Novare Capital Management LLC

  • $1.16 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 03, 2020
SELL
$36.46 - $41.42 $661,056 - $750,986
-18,131 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$29.92 - $40.24 $91,106 - $122,530
-3,045 Reduced 14.38%
18,131 $668,000
Q1 2020

May 05, 2020
SELL
$27.15 - $43.59 $82,861 - $133,036
-3,052 Reduced 12.6%
21,176 $663,000
Q4 2019

Feb 06, 2020
SELL
$38.15 - $42.78 $111,779 - $125,345
-2,930 Reduced 10.79%
24,228 $1.03 Million
Q3 2019

Nov 12, 2019
BUY
$39.35 - $40.14 $269,114 - $274,517
6,839 Added 33.66%
27,158 $0
Q2 2019

Aug 08, 2019
SELL
N/A
-1,780 Reduced 8.05%
20,319 $795,000
Q1 2019

May 09, 2019
BUY
N/A
12,579 Added 132.13%
22,099 $839,000
Q4 2018

Feb 12, 2019
SELL
N/A
-540 Reduced 5.37%
9,520 $323,000
Q3 2018

Nov 09, 2018
BUY
N/A
1,430 Added 16.57%
10,060 $399,000
Q2 2018

Aug 10, 2018
SELL
N/A
-45 Reduced 0.52%
8,630 $322,000
Q1 2018

May 09, 2018
BUY
N/A
1,944 Added 28.88%
8,675 $315,000
Q4 2017

Feb 06, 2018
BUY
N/A
6,731
6,731 $252,000

Others Institutions Holding FNDX

# of Institutions
567
Shares Held
187M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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