Sage Financial Group Inc Schwab Fundamental U S Large C Transaction History

Sage Financial Group Inc

  • $1.24 Billion
  • Q1 2025

A detailed history of Sage Financial Group Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Sage Financial Group Inc holds 36,735 shares of FNDX stock, worth $838,292. This represents 0.07% of its overall portfolio holdings.

Number of Shares
36,735
Previous 36,675 0.16%
Holding current value
$838,292
Previous $868,000 0.12%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$23.03 - $25.01 $1,381 - $1,500
60 Added 0.16%
36,735 $867,000
Q4 2024

Jan 23, 2025
BUY
$23.49 - $71.77 $571,958 - $1.75 Million
24,349 Added 197.54%
36,675 $868,000
Q3 2024

Oct 29, 2024
BUY
$65.36 - $71.76 $2,091 - $2,296
32 Added 0.26%
12,326 $884,000
Q2 2024

Aug 02, 2024
BUY
$63.87 - $67.55 $57,802 - $61,132
905 Added 7.95%
12,294 $823,000
Q3 2023

Oct 12, 2023
BUY
$55.81 - $59.78 $369,518 - $395,803
6,621 Added 138.86%
11,389 $637,000
Q2 2023

Jul 27, 2023
BUY
$53.84 - $57.58 $256,709 - $274,541
4,768 New
4,768 $274,000

Others Institutions Holding FNDX

# of Institutions
677
Shares Held
579M
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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