Salem Investment Counselors Inc Schwab Fundamental U S Large C Transaction History

Salem Investment Counselors Inc

  • $2.81 Billion
  • Q1 2025

A detailed history of Salem Investment Counselors Inc transactions in Schwab Fundamental U S Large C stock. As of the latest transaction made, Salem Investment Counselors Inc holds 66,415 shares of FNDX stock, worth $1.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,415
Previous 62,029 7.07%
Holding current value
$1.57 Million
Previous $1.47 Million 5.72%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 16, 2025
BUY
$23.03 - $25.01 $101,009 - $109,693
4,386 Added 7.07%
66,415 $1.55 Million
Q4 2024

Jan 13, 2025
BUY
$23.49 - $71.77 $976,690 - $2.98 Million
41,579 Added 203.32%
62,029 $1.47 Million
Q3 2024

Oct 15, 2024
BUY
$65.36 - $71.76 $62,026 - $68,100
949 Added 4.87%
20,450 $1.47 Million
Q2 2024

Jul 11, 2024
SELL
$63.87 - $67.55 $37,683 - $39,854
-590 Reduced 2.94%
19,501 $1.31 Million
Q1 2024

Apr 11, 2024
BUY
$60.89 - $67.39 $51,756 - $57,281
850 Added 4.42%
20,091 $1.35 Million
Q4 2023

Jan 16, 2024
BUY
$53.46 - $62.11 $29,135 - $33,849
545 Added 2.92%
19,241 $1.19 Million
Q3 2023

Oct 04, 2023
BUY
$55.81 - $59.78 $138,855 - $148,732
2,488 Added 15.35%
18,696 $1.05 Million
Q2 2023

Jul 19, 2023
SELL
$53.84 - $57.58 $30,419 - $32,532
-565 Reduced 3.37%
16,208 $933,000
Q1 2023

May 11, 2023
SELL
$52.49 - $57.54 $36,847 - $40,393
-702 Reduced 4.02%
16,773 $921,000
Q4 2022

Feb 15, 2023
BUY
$48.43 - $56.6 $168,148 - $196,515
3,472 Added 24.79%
17,475 $933,000
Q3 2022

Nov 09, 2022
BUY
$47.76 - $56.79 $106,982 - $127,209
2,240 Added 19.04%
14,003 $669,000
Q2 2022

Aug 17, 2022
BUY
$49.93 - $59.29 $262,282 - $311,450
5,253 Added 80.69%
11,763 $599,000
Q1 2022

May 16, 2022
BUY
$55.41 - $59.9 $305,309 - $330,049
5,510 Added 551.0%
6,510 $381,000
Q3 2021

Nov 15, 2021
SELL
$52.82 - $56.3 $181,014 - $192,940
-3,427 Reduced 77.41%
1,000 $54,000
Q2 2021

Aug 17, 2021
BUY
$52.09 - $56.08 $46,255 - $49,799
888 Added 25.09%
4,427 $242,000
Q1 2021

May 17, 2021
BUY
$44.75 - $52.45 $59,025 - $69,181
1,319 Added 59.41%
3,539 $183,000
Q4 2020

Feb 17, 2021
BUY
$37.99 - $45.31 $84,337 - $100,588
2,220 New
2,220 $101,000

Others Institutions Holding FNDX

# of Institutions
690
Shares Held
590M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL U S LARGE C

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