Retirement Group, LLC Schwab Fundamental U S Large C Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Retirement Group, LLC holds 1,900 shares of FNDX stock, worth $44,612. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,900
Previous 1,900 -0.0%
Holding current value
$44,612
Previous $117,000 9.4%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023
BUY
$53.84 - $57.58 $78,068 - $83,491
1,450 Added 322.22%
1,900 $109,000
Q1 2023

May 12, 2023
BUY
$52.49 - $57.54 $23,620 - $25,893
450 New
450 $25,000
Q4 2021

Feb 09, 2022
SELL
$54.44 - $58.74 $23,245 - $25,081
-427 Closed
0 $0
Q4 2020

Feb 22, 2021
BUY
$37.99 - $45.31 $14,968 - $17,852
394 Added 1193.94%
427 $19,000
Q3 2020

Nov 16, 2021
SELL
$36.46 - $41.42 $49,184 - $55,875
-1,349 Reduced 97.61%
33 $1,000
Q3 2020

Sep 08, 2021
BUY
$36.46 - $41.42 $36,058 - $40,964
989 Added 251.65%
1,382 $34,000
Q2 2020

Sep 08, 2021
SELL
$29.92 - $40.24 $32,253 - $43,378
-1,078 Reduced 73.28%
393 $14,000
Q4 2019

Aug 30, 2021
BUY
$38.15 - $42.78 $56,118 - $62,929
1,471 New
1,471 $63,000

Others Institutions Holding FNDX

# of Institutions
597
Shares Held
195M
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
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More about FNDX
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