A detailed history of Pennsylvania Capital Management Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Pennsylvania Capital Management Inc holds 48,228 shares of FNDX stock, worth $3.45 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
48,228
Previous 42,779 12.74%
Holding current value
$3.45 Million
Previous $2.88 Million 12.07%
% of portfolio
1.25%
Previous 1.19%

Shares

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

Jul 12, 2024

BUY
$63.87 - $67.55 $348,027 - $368,079
5,449 Added 12.74%
48,228 $3.23 Million
Q1 2024

Apr 30, 2024

SELL
$60.89 - $67.39 $714,300 - $790,552
-11,731 Reduced 21.52%
42,779 $2.88 Million
Q4 2023

Feb 08, 2024

BUY
$53.46 - $62.11 $2.91 Million - $3.39 Million
54,510 New
54,510 $3.38 Million

Others Institutions Holding FNDX

About SCHWAB FUNDAMENTAL U S LARGE C


  • Ticker FNDX
  • Sector ETFs
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More about FNDX
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