Planned Solutions, Inc. Schwab Fundamental U S Large C Transaction History

Planned Solutions, Inc.

  • $245 Million
  • Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Planned Solutions, Inc. holds 344,981 shares of FNDX stock, worth $8.41 Million. This represents 10.12% of its overall portfolio holdings.

Number of Shares
344,981
Previous 342,850 0.62%
Holding current value
$8.41 Million
Previous $23 Million 7.8%
% of portfolio
10.12%
Previous 11.12%

Shares

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

Oct 08, 2024
BUY
$65.36 - $71.76 $139,282 - $152,920
2,131 Added 0.62%
344,981 $24.8 Million
Q2 2024

Jul 24, 2024
SELL
$63.87 - $67.55 $16,733 - $17,698
-262 Reduced 0.08%
342,850 $23 Million
Q1 2024

Apr 26, 2024
BUY
$60.89 - $67.39 $135,662 - $150,144
2,228 Added 0.65%
343,112 $23.1 Million
Q4 2023

Jan 17, 2024
BUY
$53.46 - $62.11 $361,496 - $419,987
6,762 Added 2.02%
340,884 $21.1 Million
Q3 2023

Feb 06, 2024
BUY
$55.81 - $59.78 $15,236 - $16,319
273 Added 0.08%
341,157 $19.1 Million
Q2 2023

Jul 11, 2023
BUY
$53.84 - $57.58 $442,672 - $473,422
8,222 Added 2.52%
334,122 $19.2 Million
Q1 2023

Apr 12, 2023
SELL
$52.49 - $57.54 $2.17 Million - $2.38 Million
-41,316 Reduced 11.25%
325,900 $17.9 Million
Q4 2022

Jan 25, 2023
SELL
$48.43 - $56.6 $117,006 - $136,745
-2,416 Reduced 0.65%
367,216 $0
Q3 2022

Oct 20, 2022
BUY
$47.76 - $56.79 $373,387 - $443,984
7,818 Added 2.16%
369,632 $17.7 Million
Q2 2022

Jul 14, 2022
BUY
$49.93 - $59.29 $521,169 - $618,869
10,438 Added 2.97%
361,814 $18.4 Million
Q1 2022

Apr 08, 2022
BUY
$55.41 - $59.9 $156,200 - $168,858
2,819 Added 0.81%
351,376 $20.6 Million
Q4 2021

Feb 03, 2022
BUY
$54.44 - $58.74 $163,864 - $176,807
3,010 Added 0.87%
348,557 $20.4 Million
Q2 2021

Jul 21, 2021
BUY
$52.09 - $56.08 $88,761 - $95,560
1,704 Added 0.5%
345,547 $18.9 Million
Q1 2021

Apr 29, 2021
BUY
$44.75 - $52.45 $106,997 - $125,407
2,391 Added 0.7%
343,843 $17.8 Million
Q4 2020

Jan 29, 2021
BUY
$37.99 - $45.31 $321,357 - $383,277
8,459 Added 2.54%
341,452 $15.5 Million
Q3 2020

Nov 06, 2020
BUY
$36.46 - $41.42 $12.1 Million - $13.8 Million
332,993 New
332,993 $12.9 Million

Others Institutions Holding FNDX

# of Institutions
593
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

FNDX Quotes by TradingView
  • Ticker FNDX
  • Sector ETFs
  • Industry ETFs
More about FNDX
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