Reston Wealth Management LLC Schwab Fundamental U S Large C Transaction History

Reston Wealth Management LLC

  • $246 Million
  • Q1 2024

A detailed history of Reston Wealth Management LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Reston Wealth Management LLC holds 651,669 shares of FNDX stock, worth $43.8 Million. This represents 17.85% of its overall portfolio holdings.

Number of Shares
651,669
Previous 636,011 2.46%
Holding current value
$43.8 Million
Previous $39.4 Million 11.48%
% of portfolio
17.85%
Previous 18.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$60.89 - $67.39 $953,415 - $1.06 Million
15,658 Added 2.46%
651,669 $43.9 Million
Q4 2023

Jan 24, 2024
SELL
$53.46 - $62.11 $314,986 - $365,952
-5,892 Reduced 0.92%
636,011 $39.4 Million
Q3 2023

Oct 20, 2023
BUY
$55.81 - $59.78 $2.25 Million - $2.41 Million
40,336 Added 6.71%
641,903 $35.9 Million
Q2 2023

Aug 07, 2023
BUY
$53.84 - $57.58 $760,328 - $813,144
14,122 Added 2.4%
601,567 $34.6 Million
Q1 2023

May 08, 2023
BUY
$52.49 - $57.54 $880,204 - $964,888
16,769 Added 2.94%
587,445 $32.3 Million
Q4 2022

Feb 14, 2023
BUY
$52.4 - $56.6 $22.5 Million - $24.3 Million
428,652 Added 301.82%
570,676 $30.5 Million
Q3 2022

Nov 14, 2022
BUY
N/A
4,260 Added 3.09%
142,024 $6.78 Million
Q2 2022

Jul 28, 2022
BUY
N/A
2,066 Added 1.52%
137,764 $7.01 Million
Q1 2022

May 04, 2022
SELL
N/A
-505 Reduced 0.37%
135,698 $7.94 Million
Q4 2021

Feb 09, 2022
BUY
N/A
7,378 Added 5.73%
136,203 $7.98 Million
Q3 2021

Oct 19, 2021
BUY
N/A
869 Added 0.68%
128,825 $6.95 Million
Q2 2021

Aug 05, 2021
BUY
N/A
1,553 Added 1.23%
127,956 $7 Million
Q1 2021

May 10, 2021
SELL
N/A
-1,287 Reduced 1.01%
126,403 $6.53 Million
Q4 2020

Feb 10, 2021
BUY
N/A
2,488 Added 1.99%
127,690 $5.78 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-3,591 Reduced 2.79%
125,202 $4.85 Million
Q2 2020

Jul 14, 2020
SELL
N/A
-5,122 Reduced 3.82%
128,793 $4.75 Million
Q1 2020

Apr 14, 2020
BUY
N/A
1,631 Added 1.23%
133,915 $4.2 Million
Q4 2019

Feb 07, 2020
BUY
N/A
2,472 Added 1.9%
132,284 $5.65 Million
Q3 2019

Oct 25, 2019
SELL
N/A
-6,005 Reduced 4.42%
129,812 $5.13 Million
Q2 2019

Jul 29, 2019
BUY
N/A
2,923 Added 2.2%
135,817 $5.31 Million
Q1 2019

May 03, 2019
SELL
N/A
-6,392 Reduced 4.59%
132,894 $5.18 Million
Q4 2018

Feb 12, 2019
BUY
N/A
139,286 New
139,286 $4.73 Million

Others Institutions Holding FNDX

# of Institutions
517
Shares Held
183M
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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