A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 2,813 shares of FNDX stock, worth $66,808. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,813
Previous 2,812 0.04%
Holding current value
$66,808
Previous $188,000 6.91%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 15, 2024

BUY
$65.36 - $71.76 $65 - $71
1 Added 0.04%
2,813 $201,000
Q2 2024

Aug 06, 2024

BUY
$63.87 - $67.55 $8,175 - $8,646
128 Added 4.77%
2,812 $188,000
Q4 2023

Feb 06, 2024

BUY
$53.46 - $62.11 $143,486 - $166,703
2,684 New
2,684 $166,000

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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