Plante Moran Financial Advisors, LLC Schwab Fundamental U S Large C Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,562 shares of FNDX stock, worth $63,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,562
Previous 2,562 -0.0%
Holding current value
$63,614
Previous $171,000 7.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2024
SELL
$63.87 - $67.55 $7,025 - $7,430
-110 Reduced 4.12%
2,562 $171,000
Q1 2024

May 09, 2024
BUY
$60.89 - $67.39 $6,697 - $7,412
110 Added 4.29%
2,672 $180,000
Q4 2023

Feb 05, 2024
BUY
$53.46 - $62.11 $32,664 - $37,949
611 Added 31.32%
2,562 $158,000
Q3 2023

Nov 07, 2023
BUY
$55.81 - $59.78 $9,152 - $9,803
164 Added 9.18%
1,951 $109,000
Q1 2023

May 08, 2023
SELL
$52.49 - $57.54 $101,883 - $111,685
-1,941 Reduced 52.07%
1,787 $98,000
Q4 2022

Feb 09, 2023
BUY
$48.43 - $56.6 $82,234 - $96,106
1,698 Added 83.65%
3,728 $199,000
Q3 2022

Nov 02, 2022
BUY
$47.76 - $56.79 $89,167 - $106,026
1,867 Added 1145.4%
2,030 $97,000
Q2 2022

Aug 02, 2022
SELL
$49.93 - $59.29 $29,908 - $35,514
-599 Reduced 78.61%
163 $8,000
Q1 2022

May 06, 2022
BUY
$55.41 - $59.9 $20,224 - $21,863
365 Added 91.94%
762 $45,000
Q3 2021

Nov 08, 2021
BUY
$52.82 - $56.3 $1,003 - $1,069
19 Added 5.03%
397 $21,000
Q1 2021

May 13, 2021
BUY
$44.75 - $52.45 $16,915 - $19,826
378 New
378 $20,000
Q1 2019

May 13, 2019
SELL
N/A
-142 Closed
0 $0
Q4 2018

Jan 29, 2019
SELL
N/A
-1,583 Reduced 91.77%
142 $5,000
Q2 2018

Jul 26, 2018
SELL
N/A
-850 Reduced 33.01%
1,725 $64,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,575
2,575 $91,000

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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